WEC
AFSI

White Elm Capital’s AmTrust Financial Services, Inc. AFSI Stock Holding History

White Elm Capital’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
2017
Q1 		– Sell
-1,853,398
Closed -$50.7M – 27
2016
Q4 		$50.7M Sell
1,853,398
-262,500
-12% -$6.99M 7.83% 1
2016
Q3 		$56.8M Sell
2,115,898
-280,378
-12% -$7.2M 7.19% 1
2016
Q2 		$58.7M Buy
2,396,276
+286,137
+14% +$7.29M 6.79% 1
2016
Q1 		$54.6M Buy
2,110,139
+344,249
+19% +$9.15M 6.01% 3
2015
Q4 		$54.4M Buy
1,765,890
+444,580
+34% +$14.2M 5.66% 4
2015
Q3 		$41.6M Sell
1,321,310
-197,544
-13% -$6.26M 4.31% 9
2015
Q2 		$49.8M Sell
1,518,854
-755,176
-33% -$22.8M 5.05% 4
2015
Q1 		$64.8M Sell
2,274,030
-291,816
-11% -$7.89M 6.96% 3
2014
Q4 		$72.2M Sell
2,565,846
-1,306,600
-34% -$32.9M 7.17% 1
2014
Q3 		$77.1M Buy
3,872,446
+716,814
+23% +$15.2M 6.96% 1
2014
Q2 		$66M Buy
3,155,632
+1,934,862
+158% +$39.7M 5.44% 4
2014
Q1 		$23M Buy
+1,220,770
New +$21.4M 1.99% 19

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

White Elm Capital's AFSI Position: Q1 2017 in Review

White Elm Capital sold out of AmTrust Financial Services, Inc. (AFSI) in Q1 2017, closing a stake of 1,853,398 shares — an estimated $50.7M sold.

White Elm Capital first reported a position in AFSI in Q1 2014 and held it in 12 quarters. The position peaked at $77.1M in Q3 2014. 228 funds tracked by Wall St. Rank hold AFSI as of Q1 2017.

  • White Elm Capital reported no remaining AmTrust Financial Services, Inc. position as of Q1 2017 after selling out during the quarter.
  • White Elm Capital sold 1,853,398 AmTrust Financial Services, Inc. shares in Q1 2017, an estimated $50.7M.
  • White Elm Capital first reported a position in AmTrust Financial Services, Inc. in Q1 2014 and held it in 12 quarters.
  • White Elm Capital's AmTrust Financial Services, Inc. position peaked at $77.1M in Q3 2014.
  • 228 funds tracked by Wall St. Rank held AmTrust Financial Services, Inc. as of Q1 2017.

Based on White Elm Capital's 13F filing for Q1 2017, filed 15 May 2017.