Advisor Group’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Advisor Group’s Portfolio AWH Stock Details AWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-86	Closed	-$4K	–	5129
2017 Q2	$4K	Sell	86 -1,239	-94%	-$65.4K	﹤0.01%	4380
2017 Q1	$70K	Buy	1,325 +48	+4%	+$2.55K	﹤0.01%	2444
2016 Q4	$68K	Buy	1,277 +112	+10%	+$5.14K	﹤0.01%	2367
2016 Q3	$46K	Sell	1,165 -434	-27%	-$17.1K	﹤0.01%	2615
2016 Q2	$54K	Buy	+1,599	New	+$57.5K	﹤0.01%	2382

Other funds holding AWH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor Group's AWH Position: Q3 2017 in Review

Advisor Group sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2017, closing a stake of 86 shares — an estimated $4K sold.

Advisor Group first reported a position in AWH in Q2 2016 and held it in 5 quarters. The position peaked at $70K in Q1 2017. 1 fund tracked by Wall St. Rank holds AWH as of Q3 2017.

Advisor Group reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2017 after selling out during the quarter.
Advisor Group sold 86 Allied World Assurance Co Hld Lt shares in Q3 2017, an estimated $4K.
Advisor Group first reported a position in Allied World Assurance Co Hld Lt in Q2 2016 and held it in 5 quarters.
Advisor Group's Allied World Assurance Co Hld Lt position peaked at $70K in Q1 2017.
1 fund tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.