U
AFSI

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

UBS’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
Q3 		$145M Buy
7,269,200
+7,255,600
+53,350% +$153M 0.11% 209
2014
Q2 		$284K Sell
13,600
-37,400
-73% -$767K ﹤0.01% 4808
2014
Q1 		$959K Sell
51,000
-101,700
-67% -$1.78M ﹤0.01% 3525
2013
Q4 		$2.5M Buy
152,700
+140,160
+1,118% +$2.65M ﹤0.01% 2581
2013
Q3 		$245K Buy
12,540
+8,140
+185% +$151K ﹤0.01% 4932
2013
Q2 		$71K Buy
+4,400
New +$66.6K ﹤0.01% 6322

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
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAI
Marble Arch Investments New York $82.3M AUM 31.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's AFSI Position: Q3 2014 in Review

UBS increased its AmTrust Financial Services, Inc. (AFSI) stake by 234% in Q3 2014, buying an estimated $3.28M and bringing the position to 221,204 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

UBS first reported a position in AFSI in Q2 2013 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold AFSI as of Q3 2014.

  • UBS held 221,204 shares of AmTrust Financial Services, Inc. worth $4.4M as of Q3 2014.
  • UBS bought 154,940 AmTrust Financial Services, Inc. shares in Q3 2014, an estimated $3.28M.
  • AmTrust Financial Services, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2154 holding.
  • UBS first reported a position in AmTrust Financial Services, Inc. in Q2 2013 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.