PI
AFSI

Placemark Investments’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Placemark Investments’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
2014
Q4 		$1.27M Sell
45,040
-7,296
-14% -$184K 0.02% 773
2014
Q3 		$1.04M Sell
52,336
-236
-0.4% -$4.99K 0.02% 849
2014
Q2 		$1.1M Sell
52,572
-374
-0.7% -$7.67K 0.02% 829
2014
Q1 		$994K Buy
52,946
+2,164
+4% +$37.9K 0.02% 826
2013
Q4 		$827K Buy
50,782
+3,680
+8% +$69.7K 0.01% 935
2013
Q3 		$919K Sell
47,102
-2,581
-5% -$48K 0.02% 846
2013
Q2 		$806K Buy
+49,683
New +$752K 0.02% 833

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Placemark Investments's AFSI Position: Q4 2014 in Review

Placemark Investments reduced its AmTrust Financial Services, Inc. (AFSI) stake by 14% in Q4 2014, selling an estimated $184K and leaving 45,040 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #773.

Placemark Investments first reported a position in AFSI in Q2 2013 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold AFSI as of Q4 2014.

  • Placemark Investments held 45,040 shares of AmTrust Financial Services, Inc. worth $1.27M as of Q4 2014.
  • Placemark Investments sold 7,296 AmTrust Financial Services, Inc. shares in Q4 2014, an estimated $184K.
  • AmTrust Financial Services, Inc. made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #773 holding.
  • Placemark Investments first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and has held it in 7 quarters since.
  • 233 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.