APP
AHL

Avantax Planning Partners’s ASPEN Insurance Holding Limited AHL Stock Holding History

Avantax Planning Partners’s Portfolio AHL Stock Details AHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-60
Closed -$3K – 1429
2018
Q3 		$3K Buy
+60
New +$2.4K ﹤0.01% 1307
2018
Q2 		– Sell
-266
Closed -$12K – 1792
2018
Q1 		$12K Buy
+266
New +$10.4K ﹤0.01% 986

Other funds holding AHL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Avantax Planning Partners's AHL Position: Q4 2018 in Review

Avantax Planning Partners sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2018, closing a stake of 60 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AHL in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 207 funds tracked by Wall St. Rank hold AHL as of Q4 2018.

  • Avantax Planning Partners reported no remaining ASPEN Insurance Holding Limited position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 60 ASPEN Insurance Holding Limited shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in ASPEN Insurance Holding Limited in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ASPEN Insurance Holding Limited position peaked at $12K in Q1 2018.
  • 207 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.