JIM
AFSI

Jupiter Investment Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Jupiter Investment Management’s Portfolio AFSI Stock Details AFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-25,416
Closed -$782K – 539
2015
Q4 		$782K Sell
25,416
-527,952
-95% -$16.9M 0.02% 192
2015
Q3 		$17.4M Sell
553,368
-423,312
-43% -$13.4M 0.49% 62
2015
Q2 		$32M Sell
976,680
-110,502
-10% -$3.33M 0.93% 44
2015
Q1 		$31M Buy
1,087,182
+350,200
+48% +$9.47M 0.99% 39
2014
Q4 		$20.7M Buy
736,982
+278,806
+61% +$7.01M 0.73% 43
2014
Q3 		$9.12M Buy
458,176
+21,482
+5% +$454K 0.45% 68
2014
Q2 		$9.13M Sell
436,694
-146,542
-25% -$3.01M 0.51% 63
2014
Q1 		$11M Buy
583,236
+33,736
+6% +$591K 0.74% 42
2013
Q4 		$8.98M Buy
549,500
+286,080
+109% +$5.41M 0.76% 41
2013
Q3 		$5.14M Sell
263,420
-74,632
-22% -$1.39M 0.49% 72
2013
Q2 		$5.49M Buy
+338,052
New +$5.11M 0.66% 51

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return