SC
AFH

Scholtz & Company’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Scholtz & Company’s Portfolio AFH Stock Details AFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-98,710
Closed -$1.7M – 39
2016
Q2 		$1.7M Sell
98,710
-1,300
-1% -$22.9K 1.75% 28
2016
Q1 		$1.81M Sell
100,010
-3,980
-4% -$70.1K 1.81% 28
2015
Q4 		$2.07M Buy
103,990
+2,140
+2% +$41.4K 2.18% 19
2015
Q3 		$1.88M Buy
101,850
+9,000
+10% +$161K 2.01% 22
2015
Q2 		$1.84M Buy
92,850
+5,900
+7% +$112K 1.81% 24
2015
Q1 		$1.54M Buy
+86,950
New +$1.5M 1.48% 29

Other funds holding AFH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Scholtz & Company's AFH Position: Q3 2016 in Review

Scholtz & Company sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q3 2016, closing a stake of 98,710 shares — an estimated $1.7M sold.

Scholtz & Company first reported a position in AFH in Q1 2015 and held it in 6 quarters. The position peaked at $2.07M in Q4 2015. 78 funds tracked by Wall St. Rank hold AFH as of Q3 2016.

  • Scholtz & Company reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q3 2016 after selling out during the quarter.
  • Scholtz & Company sold 98,710 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q3 2016, an estimated $1.7M.
  • Scholtz & Company first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q1 2015 and held it in 6 quarters.
  • Scholtz & Company's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $2.07M in Q4 2015.
  • 78 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q3 2016.

Based on Scholtz & Company's 13F filing for Q3 2016, filed 14 Nov 2016.