Mackenzie Financial’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Mackenzie Financial’s Portfolio AFH Stock Details AFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-14,658	Closed	-$218K	–	682
2017 Q2	$218K	Sell	14,658 -11,050	-43%	-$156K	﹤0.01%	588
2017 Q1	$351K	Sell	25,708 -12,550	-33%	-$194K	﹤0.01%	560
2016 Q4	$691K	Sell	38,258 -33,112	-46%	-$563K	﹤0.01%	479
2016 Q3	$1.13M	Sell	71,370 -2,400	-3%	-$40.5K	0.01%	399
2016 Q2	$1.27M	Hold	73,770	–	–	0.01%	551
2016 Q1	$1.34M	Sell	73,770 -2,919	-4%	-$51.4K	0.01%	435
2015 Q4	$1.53M	Sell	76,689 -68,911	-47%	-$1.33M	0.01%	460
2015 Q3	$2.69M	Sell	145,600 -700	-0.5%	-$12.5K	0.02%	372
2015 Q2	$2.9M	Buy	146,300 +31,500	+27%	+$597K	0.02%	373
2015 Q1	$2.03M	Buy	114,800 +8,500	+8%	+$147K	0.01%	424
2014 Q4	$1.74M	Buy	106,300 +68,400	+180%	+$1.03M	0.01%	445
2014 Q3	$525K	Buy	+37,900	New	+$538K	﹤0.01%	614

Other funds holding AFH

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CRM

Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Mackenzie Financial's AFH Position: Q3 2017 in Review

Mackenzie Financial sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q3 2017, closing a stake of 14,658 shares — an estimated $218K sold.

Mackenzie Financial first reported a position in AFH in Q3 2014 and held it in 12 quarters. The position peaked at $2.9M in Q2 2015. 71 funds tracked by Wall St. Rank hold AFH as of Q3 2017.

Mackenzie Financial reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q3 2017 after selling out during the quarter.
Mackenzie Financial sold 14,658 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q3 2017, an estimated $218K.
Mackenzie Financial first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q3 2014 and held it in 12 quarters.
Mackenzie Financial's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $2.9M in Q2 2015.
71 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q3 2017.

Based on Mackenzie Financial's 13F filing for Q3 2017, filed 13 Nov 2017.