OC
AFSI

Oppenheimer & Co’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Oppenheimer & Co’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
2016
Q1 		– Sell
-12,932
Closed -$398K – 1352
2015
Q4 		$398K Buy
+12,932
New +$414K 0.01% 853

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Oppenheimer & Co's AFSI Position: Q1 2016 in Review

Oppenheimer & Co sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2016, closing a stake of 12,932 shares — an estimated $398K sold.

Oppenheimer & Co first reported a position in AFSI in Q4 2015 and held it in 1 quarter. The position peaked at $398K in Q4 2015. 245 funds tracked by Wall St. Rank hold AFSI as of Q1 2016.

  • Oppenheimer & Co reported no remaining AmTrust Financial Services, Inc. position as of Q1 2016 after selling out during the quarter.
  • Oppenheimer & Co sold 12,932 AmTrust Financial Services, Inc. shares in Q1 2016, an estimated $398K.
  • Oppenheimer & Co first reported a position in AmTrust Financial Services, Inc. in Q4 2015 and held it in 1 quarter.
  • Oppenheimer & Co's AmTrust Financial Services, Inc. position peaked at $398K in Q4 2015.
  • 245 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2016.

Based on Oppenheimer & Co's 13F filing for Q1 2016, filed 26 Apr 2016.