Carson Wealth (CWM LLC)
AHL

Carson Wealth (CWM LLC)’s ASPEN Insurance Holding Limited AHL Stock Holding History

Carson Wealth (CWM LLC)’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
-28
Closed -$1K – 2344
2018
Q3 		$1K Buy
28
+13
+87% +$519 ﹤0.01% 1809
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1665
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1379
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1432
2017
Q3 		$1K Hold
15
– – ﹤0.01% 1448
2017
Q2 		$1K Hold
15
– – ﹤0.01% 1175
2017
Q1 		$1K Buy
+15
New +$832 ﹤0.01% 1140
2016
Q4 		– Sell
-60
Closed -$3K – 1228
2016
Q3 		$3K Buy
+60
New +$2.73K ﹤0.01% 901

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

Carson Wealth (CWM LLC)'s AHL Position: Q4 2018 in Review

Carson Wealth (CWM LLC) sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2018, closing a stake of 28 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AHL in Q3 2016 and held it in 8 quarters. The position peaked at $3K in Q3 2016. 207 funds tracked by Wall St. Rank hold AHL as of Q4 2018.

  • Carson Wealth (CWM LLC) reported no remaining ASPEN Insurance Holding Limited position as of Q4 2018 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 28 ASPEN Insurance Holding Limited shares in Q4 2018, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in ASPEN Insurance Holding Limited in Q3 2016 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s ASPEN Insurance Holding Limited position peaked at $3K in Q3 2016.
  • 207 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2018, filed 25 Jan 2019.