RCM
AFSI

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

Riverhead 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
2017
Q3 		– Sell
-98,909
Closed -$1.5M – 1562
2017
Q2 		$1.5M Buy
98,909
+61,784
+166% +$912K 0.07% 307
2017
Q1 		$685K Buy
+37,125
New +$905K 0.04% 451
2016
Q3 		– Sell
-19,800
Closed -$1.13M – 1496
2016
Q2 		$1.13M Sell
19,800
-62,286
-76% -$1.59M 0.04% 401
2016
Q1 		$2.12M Buy
+82,086
New +$2.18M 0.03% 513

Other funds holding AFSI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Riverhead Capital Management's AFSI Position: Q3 2017 in Review

Riverhead Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q3 2017, closing a stake of 98,909 shares — an estimated $1.5M sold.

Riverhead Capital Management first reported a position in AFSI in Q1 2016 and held it in 4 quarters. The position peaked at $2.12M in Q1 2016. 160 funds tracked by Wall St. Rank hold AFSI as of Q3 2017.

  • Riverhead Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q3 2017 after selling out during the quarter.
  • Riverhead Capital Management sold 98,909 AmTrust Financial Services, Inc. shares in Q3 2017, an estimated $1.5M.
  • Riverhead Capital Management first reported a position in AmTrust Financial Services, Inc. in Q1 2016 and held it in 4 quarters.
  • Riverhead Capital Management's AmTrust Financial Services, Inc. position peaked at $2.12M in Q1 2016.
  • 160 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2017.

Based on Riverhead Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.