Lyrical Asset Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Lyrical Asset 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 Q3	–	Sell	-3,847,126	Closed	-$94.3M	–	35
2016 Q2	$94.3M	Sell	3,847,126 -879,375	-19%	-$22.4M	1.97%	28
2016 Q1	$122M	Buy	4,726,501 +246,605	+6%	+$6.55M	2.66%	21
2015 Q4	$138M	Buy	4,479,896 +49,432	+1%	+$1.58M	3.39%	10
2015 Q3	$151M	Buy	4,430,464 +382,680	+9%	+$12.1M	3.6%	7
2015 Q2	$133M	Buy	4,047,784 +393,944	+11%	+$11.9M	3.46%	5
2015 Q1	$104M	Buy	3,653,840 +8,220	+0.2%	+$222K	3.12%	16
2014 Q4	$103M	Buy	3,645,620 +733,612	+25%	+$18.5M	3.11%	17
2014 Q3	$58M	Buy	2,912,008 +371,672	+15%	+$7.86M	2.26%	32
2014 Q2	$53.1M	Buy	+2,540,336	New	+$52.1M	2.32%	32

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

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

EAM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Lyrical Asset Management's AFSI Position: Q3 2016 in Review

Lyrical Asset Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2016, closing a stake of 3,847,126 shares — an estimated $94.3M sold.

Lyrical Asset Management first reported a position in AFSI in Q2 2014 and held it in 9 quarters. The position peaked at $151M in Q3 2015. 229 funds tracked by Wall St. Rank hold AFSI as of Q3 2016.

Lyrical Asset Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2016 after selling out during the quarter.
Lyrical Asset Management sold 3,847,126 AmTrust Financial Services, Inc. shares in Q3 2016, an estimated $94.3M.
Lyrical Asset Management first reported a position in AmTrust Financial Services, Inc. in Q2 2014 and held it in 9 quarters.
Lyrical Asset Management's AmTrust Financial Services, Inc. position peaked at $151M in Q3 2015.
229 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2016.

Based on Lyrical Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.