MCM
AFSI

Mitchell Capital Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Mitchell Capital 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
2013
Q4 		– Sell
-525,770
Closed -$10.3M – 38
2013
Q3 		$10.3M Buy
525,770
+145,599
+38% +$2.71M 3.4% 11
2013
Q2 		$6.17M Buy
+380,171
New +$5.75M 2.29% 26

Other funds holding AFSI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mitchell Capital Management's AFSI Position: Q4 2013 in Review

Mitchell Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q4 2013, closing a stake of 525,770 shares — an estimated $10.3M sold.

Mitchell Capital Management first reported a position in AFSI in Q2 2013 and held it in 2 quarters. The position peaked at $10.3M in Q3 2013. 194 funds tracked by Wall St. Rank hold AFSI as of Q4 2013.

  • Mitchell Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q4 2013 after selling out during the quarter.
  • Mitchell Capital Management sold 525,770 AmTrust Financial Services, Inc. shares in Q4 2013, an estimated $10.3M.
  • Mitchell Capital Management first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and held it in 2 quarters.
  • Mitchell Capital Management's AmTrust Financial Services, Inc. position peaked at $10.3M in Q3 2013.
  • 194 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2013.

Based on Mitchell Capital Management's 13F filing for Q4 2013, filed 10 Feb 2014.