Creative Planning’s ASPEN Insurance Holding Limited AHL Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-902	Closed	-$45K	–	4335
2017 Q2	$45K	Sell	902 -222	-20%	-$11.3K	﹤0.01%	2604
2017 Q1	$59K	Hold	1,124	–	–	﹤0.01%	2359
2016 Q4	$62K	Sell	1,124 -40	-3%	-$2.04K	﹤0.01%	2219
2016 Q3	$54K	Buy	1,164 +101	+10%	+$4.6K	﹤0.01%	2305
2016 Q2	$49K	Hold	1,063	–	–	﹤0.01%	2152
2016 Q1	$51K	Hold	1,063	–	–	﹤0.01%	2098
2015 Q4	$51K	Hold	1,063	–	–	﹤0.01%	2111
2015 Q3	$49K	Buy	+1,063	New	+$50.6K	﹤0.01%	2061
2015 Q2	–	Sell	-535	Closed	-$25K	–	3567
2015 Q1	$25K	Sell	535 -149	-22%	-$6.74K	﹤0.01%	2568
2014 Q4	$30K	Hold	684	–	–	﹤0.01%	2362
2014 Q3	$29K	Hold	684	–	–	﹤0.01%	2285
2014 Q2	$31K	Hold	684	–	–	﹤0.01%	2210
2014 Q1	$27K	Sell	684 -146	-18%	-$5.67K	﹤0.01%	2207
2013 Q4	$34K	Buy	830 +149	+22%	+$5.86K	﹤0.01%	1870
2013 Q3	$25K	Hold	681	–	–	﹤0.01%	1978
2013 Q2	$25K	Buy	+681	New	+$25.7K	﹤0.01%	1806

Other funds holding AHL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's AHL Position: Q3 2017 in Review

Creative Planning sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2017, closing a stake of 902 shares — an estimated $45K sold.

Creative Planning first reported a position in AHL in Q2 2013 and held it in 16 quarters. The position peaked at $62K in Q4 2016. 219 funds tracked by Wall St. Rank hold AHL as of Q3 2017.

Creative Planning reported no remaining ASPEN Insurance Holding Limited position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 902 ASPEN Insurance Holding Limited shares in Q3 2017, an estimated $45K.
Creative Planning first reported a position in ASPEN Insurance Holding Limited in Q2 2013 and held it in 16 quarters.
Creative Planning's ASPEN Insurance Holding Limited position peaked at $62K in Q4 2016.
219 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.