Loomis, Sayles & Company’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Loomis, Sayles & Company’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 Q4	–	Sell	-239	Closed	-$6K	–	1147
2016 Q3	$6K	Buy	239 +58	+32%	+$1.49K	﹤0.01%	865
2016 Q2	$4K	Buy	+181	New	+$4.61K	﹤0.01%	908
2015 Q3	–	Sell	-412	Closed	-$13K	–	1090
2015 Q2	$13K	Buy	+412	New	+$12.4K	﹤0.01%	788
2013 Q4	–	Sell	-1,236,738	Closed	-$24.2M	–	805
2013 Q3	$24.2M	Sell	1,236,738 -95,767	-7%	-$1.78M	0.08%	260
2013 Q2	$21.6M	Buy	+1,332,505	New	+$20.2M	0.08%	270

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

EAM

Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WEC

White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company's AFSI Position: Q4 2016 in Review

Loomis, Sayles & Company sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2016, closing a stake of 239 shares — an estimated $6K sold.

Loomis, Sayles & Company first reported a position in AFSI in Q2 2013 and held it in 5 quarters. The position peaked at $24.2M in Q3 2013. 230 funds tracked by Wall St. Rank hold AFSI as of Q4 2016.

Loomis, Sayles & Company reported no remaining AmTrust Financial Services, Inc. position as of Q4 2016 after selling out during the quarter.
Loomis, Sayles & Company sold 239 AmTrust Financial Services, Inc. shares in Q4 2016, an estimated $6K.
Loomis, Sayles & Company first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 5 quarters.
Loomis, Sayles & Company's AmTrust Financial Services, Inc. position peaked at $24.2M in Q3 2013.
230 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2016.

Based on Loomis, Sayles & Company's 13F filing for Q4 2016, filed 14 Feb 2017.