MLM
AFH

Mount Lucas Management’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Mount Lucas Management’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
2016
Q3 		– Sell
-5,500
Closed -$95K – 176
2016
Q2 		$95K Hold
5,500
– – 0.02% 124
2016
Q1 		$100K Sell
5,500
-500
-8% -$8.8K 0.02% 89
2015
Q4 		$119K Sell
6,000
-1,500
-20% -$29K 0.02% 87
2015
Q3 		$139K Buy
+7,500
New +$134K 0.02% 74

Other funds holding AFH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Mount Lucas Management's AFH Position: Q3 2016 in Review

Mount Lucas Management sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q3 2016, closing a stake of 5,500 shares — an estimated $95K sold.

Mount Lucas Management first reported a position in AFH in Q3 2015 and held it in 4 quarters. The position peaked at $139K in Q3 2015. 78 funds tracked by Wall St. Rank hold AFH as of Q3 2016.

  • Mount Lucas Management reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q3 2016 after selling out during the quarter.
  • Mount Lucas Management sold 5,500 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q3 2016, an estimated $95K.
  • Mount Lucas Management first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q3 2015 and held it in 4 quarters.
  • Mount Lucas Management's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $139K in Q3 2015.
  • 78 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q3 2016.

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