ZIM
AFSI

Zacks Investment Management’s AmTrust Financial Services, Inc. AFSI Stock Holding History

Zacks Investment 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
2016
Q3 		– Sell
-25,634
Closed -$628K – 766
2016
Q2 		$628K Sell
25,634
-129
-0.5% -$3.29K 0.02% 419
2016
Q1 		$667K Sell
25,763
-9,025
-26% -$240K 0.02% 406
2015
Q4 		$1.07M Sell
34,788
-650
-2% -$20.8K 0.04% 283
2015
Q3 		$1.12M Buy
35,438
+3,992
+13% +$127K 0.04% 276
2015
Q2 		$1.03M Buy
31,446
+248
+0.8% +$7.49K 0.03% 286
2015
Q1 		$889K Sell
31,198
-9,768
-24% -$264K 0.03% 313
2014
Q4 		$1.15M Buy
40,966
+686
+2% +$17.3K 0.04% 250
2014
Q3 		$802K Buy
40,280
+16,596
+70% +$351K 0.03% 299
2014
Q2 		$495K Sell
23,684
-23,906
-50% -$491K 0.02% 435
2014
Q1 		$895K Buy
47,590
+29,724
+166% +$521K 0.03% 270
2013
Q4 		$292K Buy
+17,866
New +$338K 0.01% 551

Other funds holding AFSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return