LA
AFSI

Lee Ainslie’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Lee Ainslie’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
Q2 		– Sell
-20,090
Closed -$520K – 158
2016
Q1 		$520K Buy
20,090
+11,350
+130% +$302K 0.01% 111
2015
Q4 		$269K Hold
8,740
– – ﹤0.01% 96
2015
Q3 		$275K Hold
8,740
– – ﹤0.01% 82
2015
Q2 		$286K Sell
8,740
-960
-10% -$29K ﹤0.01% 60
2015
Q1 		$276K Buy
+9,700
New +$262K ﹤0.01% 72

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Lee Ainslie's AFSI Position: Q2 2016 in Review

Lee Ainslie sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2016, closing a stake of 20,090 shares — an estimated $520K sold.

Lee Ainslie first reported a position in AFSI in Q1 2015 and held it in 5 quarters. The position peaked at $520K in Q1 2016. 236 funds tracked by Wall St. Rank hold AFSI as of Q2 2016.

  • Lee Ainslie reported no remaining AmTrust Financial Services, Inc. position as of Q2 2016 after selling out during the quarter.
  • Lee Ainslie sold 20,090 AmTrust Financial Services, Inc. shares in Q2 2016, an estimated $520K.
  • Lee Ainslie first reported a position in AmTrust Financial Services, Inc. in Q1 2015 and held it in 5 quarters.
  • Lee Ainslie's AmTrust Financial Services, Inc. position peaked at $520K in Q1 2016.
  • 236 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2016.

Based on Maverick Capital's 13F filing for Q2 2016, filed 15 Aug 2016.