OA
AFSI

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

OFI Advisors’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
2015
Q3 		– Sell
-1,838
Closed -$60K – 1725
2015
Q2 		$60K Sell
1,838
-756
-29% -$22.8K ﹤0.01% 1573
2015
Q1 		$74K Buy
2,594
+172
+7% +$4.65K ﹤0.01% 1558
2014
Q4 		$68K Buy
+2,422
New +$60.9K ﹤0.01% 1565
2014
Q1 		– Sell
-6,644
Closed -$109K – 1745
2013
Q4 		$109K Buy
6,644
+588
+10% +$11.1K 0.01% 1389
2013
Q3 		$118K Buy
+6,056
New +$113K 0.01% 1252

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

OFI Advisors's AFSI Position: Q3 2015 in Review

OFI Advisors sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2015, closing a stake of 1,838 shares — an estimated $60K sold.

OFI Advisors first reported a position in AFSI in Q3 2013 and held it in 5 quarters. The position peaked at $118K in Q3 2013. 245 funds tracked by Wall St. Rank hold AFSI as of Q3 2015.

  • OFI Advisors reported no remaining AmTrust Financial Services, Inc. position as of Q3 2015 after selling out during the quarter.
  • OFI Advisors sold 1,838 AmTrust Financial Services, Inc. shares in Q3 2015, an estimated $60K.
  • OFI Advisors first reported a position in AmTrust Financial Services, Inc. in Q3 2013 and held it in 5 quarters.
  • OFI Advisors's AmTrust Financial Services, Inc. position peaked at $118K in Q3 2013.
  • 245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.