KCM
AFSI

Kennedy Capital Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Kennedy Capital 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
2017
Q2 		– Sell
-172,809
Closed -$3.19M – 784
2017
Q1 		$3.19M Sell
172,809
-66,964
-28% -$1.63M 0.06% 527
2016
Q4 		$6.57M Sell
239,773
-45,138
-16% -$1.2M 0.11% 309
2016
Q3 		$7.64M Sell
284,911
-23,496
-8% -$603K 0.15% 248
2016
Q2 		$7.56M Buy
308,407
+34,308
+13% +$874K 0.15% 240
2016
Q1 		$7.09M Buy
274,099
+31,955
+13% +$849K 0.14% 244
2015
Q4 		$7.46M Buy
242,144
+38,712
+19% +$1.24M 0.15% 244
2015
Q3 		$6.41M Sell
203,432
-282,718
-58% -$8.96M 0.13% 289
2015
Q2 		$15.9M Sell
486,150
-185,654
-28% -$5.6M 0.29% 80
2015
Q1 		$19.1M Sell
671,804
-16,710
-2% -$452K 0.34% 65
2014
Q4 		$19.4M Sell
688,514
-500,416
-42% -$12.6M 0.36% 51
2014
Q3 		$23.7M Buy
1,188,930
+217,912
+22% +$4.61M 0.46% 23
2014
Q2 		$20.3M Sell
971,018
-11,294
-1% -$232K 0.38% 47
2014
Q1 		$18.5M Sell
982,312
-283,488
-22% -$4.97M 0.35% 58
2013
Q4 		$20.7M Buy
1,265,800
+618,522
+96% +$11.7M 0.38% 45
2013
Q3 		$12.6M Buy
647,278
+24,825
+4% +$462K 0.24% 124
2013
Q2 		$10.1M Buy
+622,453
New +$9.42M 0.21% 166

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kennedy Capital Management's AFSI Position: Q2 2017 in Review

Kennedy Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2017, closing a stake of 172,809 shares — an estimated $3.19M sold.

Kennedy Capital Management first reported a position in AFSI in Q2 2013 and held it in 16 quarters. The position peaked at $23.7M in Q3 2014. 177 funds tracked by Wall St. Rank hold AFSI as of Q2 2017.

  • Kennedy Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 172,809 AmTrust Financial Services, Inc. shares in Q2 2017, an estimated $3.19M.
  • Kennedy Capital Management first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 16 quarters.
  • Kennedy Capital Management's AmTrust Financial Services, Inc. position peaked at $23.7M in Q3 2014.
  • 177 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.