OCM
AFSI

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

Osterweis 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
2016
Q2 		– Sell
-64,718
Closed -$1.68M – 93
2016
Q1 		$1.68M Buy
+64,718
New +$1.72M 0.1% 53

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Osterweis Capital Management's AFSI Position: Q2 2016 in Review

Osterweis Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2016, closing a stake of 64,718 shares — an estimated $1.68M sold.

Osterweis Capital Management first reported a position in AFSI in Q1 2016 and held it in 1 quarter. The position peaked at $1.68M in Q1 2016. 236 funds tracked by Wall St. Rank hold AFSI as of Q2 2016.

  • Osterweis Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2016 after selling out during the quarter.
  • Osterweis Capital Management sold 64,718 AmTrust Financial Services, Inc. shares in Q2 2016, an estimated $1.68M.
  • Osterweis Capital Management first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 1 quarter.
  • Osterweis Capital Management's AmTrust Financial Services, Inc. position peaked at $1.68M in Q1 2016.
  • 236 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2016.

Based on Osterweis Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.