UFF
AFSI

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

USA Financial Formulas’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
2015
Q2 		– Sell
-81,768
Closed -$2.33M – 300
2015
Q1 		$2.33M Buy
81,768
+60,622
+287% +$1.64M 0.76% 44
2014
Q4 		$595K Buy
+21,146
New +$532K 0.2% 91

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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

USA Financial Formulas's AFSI Position: Q2 2015 in Review

USA Financial Formulas sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2015, closing a stake of 81,768 shares — an estimated $2.33M sold.

USA Financial Formulas first reported a position in AFSI in Q4 2014 and held it in 2 quarters. The position peaked at $2.33M in Q1 2015. 241 funds tracked by Wall St. Rank hold AFSI as of Q2 2015.

  • USA Financial Formulas reported no remaining AmTrust Financial Services, Inc. position as of Q2 2015 after selling out during the quarter.
  • USA Financial Formulas sold 81,768 AmTrust Financial Services, Inc. shares in Q2 2015, an estimated $2.33M.
  • USA Financial Formulas first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 2 quarters.
  • USA Financial Formulas's AmTrust Financial Services, Inc. position peaked at $2.33M in Q1 2015.
  • 241 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2015.

Based on USA Financial Formulas's 13F filing for Q2 2015, filed 10 Aug 2015.