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

Wellington Shields 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
2015 Q2	–	Sell	-41,200	Closed	-$1.17M	–	366
2015 Q1	$1.17M	Hold	41,200	–	–	0.18%	111
2014 Q4	$1.16M	Buy	+41,200	New	+$1.04M	0.18%	114

Other funds holding AFSI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Shields Capital Management's AFSI Position: Q2 2015 in Review

Wellington Shields Capital Management sold out of AmTrust Financial Services, Inc. (AFSI) in Q2 2015, closing a stake of 41,200 shares — an estimated $1.17M sold.

Wellington Shields Capital Management first reported a position in AFSI in Q4 2014 and held it in 2 quarters. The position peaked at $1.17M in Q1 2015. 241 funds tracked by Wall St. Rank hold AFSI as of Q2 2015.

Wellington Shields Capital Management reported no remaining AmTrust Financial Services, Inc. position as of Q2 2015 after selling out during the quarter.
Wellington Shields Capital Management sold 41,200 AmTrust Financial Services, Inc. shares in Q2 2015, an estimated $1.17M.
Wellington Shields Capital Management first reported a position in AmTrust Financial Services, Inc. in Q4 2014 and held it in 2 quarters.
Wellington Shields Capital Management's AmTrust Financial Services, Inc. position peaked at $1.17M in Q1 2015.
241 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q2 2015.

Based on Wellington Shields Capital Management's 13F filing for Q2 2015, filed 22 Jul 2015.