Loomis, Sayles & Company
AFSI

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 		$21.6K Buy
+1,332,505
New +$20.2M 0.08% 270

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
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return