Wellington Management Group
AFH

Wellington Management Group’s Atlas Financial Holdings, Inc. Ordinary Shares AFH Stock Holding History

Wellington Management Group’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
2019
Q1 		– Sell
-704,347
Closed -$5.7M – 2164
2018
Q4 		$5.7M Sell
704,347
-19,966
-3% -$191K ﹤0.01% 1339
2018
Q3 		$7.28M Sell
724,313
-188,034
-21% -$1.81M ﹤0.01% 1372
2018
Q2 		$7.98M Sell
912,347
-11,232
-1% -$119K ﹤0.01% 1352
2018
Q1 		$9.56M Sell
923,579
-261,639
-22% -$4.43M ﹤0.01% 1289
2017
Q4 		$24.4M Sell
1,185,218
-5,797
-0.5% -$112K 0.01% 1010
2017
Q3 		$22.5M Buy
1,191,015
+13,400
+1% +$217K 0.01% 1011
2017
Q2 		$17.5M Hold
1,177,615
– – ﹤0.01% 1071
2017
Q1 		$16.1M Hold
1,177,615
– – ﹤0.01% 1101
2016
Q4 		$21.3M Hold
1,177,615
– – 0.01% 982
2016
Q3 		$18.6M Buy
1,177,615
+318,983
+37% +$5.38M ﹤0.01% 1001
2016
Q2 		$14.8M Buy
858,632
+224,473
+35% +$3.96M ﹤0.01% 1042
2016
Q1 		$11.5M Buy
634,159
+56,483
+10% +$994K ﹤0.01% 1100
2015
Q4 		$11.5M Sell
577,676
-3,270
-0.6% -$63.3K ﹤0.01% 1126
2015
Q3 		$10.7M Buy
580,946
+453,716
+357% +$8.11M ﹤0.01% 1149
2015
Q2 		$2.52M Buy
+127,230
New +$2.41M ﹤0.01% 1600

Other funds holding AFH

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wellington Management Group's AFH Position: Q1 2019 in Review

Wellington Management Group sold out of Atlas Financial Holdings, Inc. Ordinary Shares (AFH) in Q1 2019, closing a stake of 704,347 shares — an estimated $5.7M sold.

Wellington Management Group first reported a position in AFH in Q2 2015 and held it in 15 quarters. The position peaked at $24.4M in Q4 2017. 37 funds tracked by Wall St. Rank hold AFH as of Q1 2019.

  • Wellington Management Group reported no remaining Atlas Financial Holdings, Inc. Ordinary Shares position as of Q1 2019 after selling out during the quarter.
  • Wellington Management Group sold 704,347 Atlas Financial Holdings, Inc. Ordinary Shares shares in Q1 2019, an estimated $5.7M.
  • Wellington Management Group first reported a position in Atlas Financial Holdings, Inc. Ordinary Shares in Q2 2015 and held it in 15 quarters.
  • Wellington Management Group's Atlas Financial Holdings, Inc. Ordinary Shares position peaked at $24.4M in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Atlas Financial Holdings, Inc. Ordinary Shares as of Q1 2019.

Based on Wellington Management Group's 13F filing for Q1 2019, filed 15 May 2019.