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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $984M AUM 36.03% 1-Year Est. Return

Jupiter Investment Management's AFSI Position: Q1 2016 in Review

Jupiter Investment Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2016, closing a stake of 25,416 shares — an estimated $782K sold.

Jupiter Investment Management first reported a position in AFSI in Q2 2013 and held it in 11 quarters. The position peaked at $32M in Q2 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

Jupiter Investment Management reported no remaining AmTrust Financial Services, Inc. position as of Q1 2016 after selling out during the quarter.
Jupiter Investment Management sold 25,416 AmTrust Financial Services, Inc. shares in Q1 2016, an estimated $782K.
Jupiter Investment Management first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 11 quarters.
Jupiter Investment Management's AmTrust Financial Services, Inc. position peaked at $32M in Q2 2015.
245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on Jupiter Investment Management's 13F filing for Q1 2016, filed 5 May 2016.