Mackenzie Financial
AFSI

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

Mackenzie Financial’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
2014
Q1 		– Sell
-63,972
Closed -$1.05M – 682
2013
Q4 		$1.05M Buy
63,972
+6,000
+10% +$114K 0.01% 481
2013
Q3 		$1.13M Buy
57,972
+16,359
+39% +$304K 0.01% 457
2013
Q2 		$675K Buy
+41,613
New +$630K ﹤0.01% 552

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

Mackenzie Financial's AFSI Position: Q1 2014 in Review

Mackenzie Financial sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2014, closing a stake of 63,972 shares — an estimated $1.05M sold.

Mackenzie Financial first reported a position in AFSI in Q2 2013 and held it in 3 quarters. The position peaked at $1.13M in Q3 2013. 185 funds tracked by Wall St. Rank hold AFSI as of Q1 2014.

  • Mackenzie Financial reported no remaining AmTrust Financial Services, Inc. position as of Q1 2014 after selling out during the quarter.
  • Mackenzie Financial sold 63,972 AmTrust Financial Services, Inc. shares in Q1 2014, an estimated $1.05M.
  • Mackenzie Financial first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 3 quarters.
  • Mackenzie Financial's AmTrust Financial Services, Inc. position peaked at $1.13M in Q3 2013.
  • 185 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2014.

Based on Mackenzie Financial's 13F filing for Q1 2014, filed 14 May 2014.