EWM
AHL

Evercore Wealth Management’s ASPEN Insurance Holding Limited AHL Stock Holding History

Evercore Wealth Management’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
2016
Q3 		– Sell
-83
Closed -$4K – 1073
2016
Q2 		$4K Buy
+83
New +$3.88K ﹤0.01% 965

Other funds holding AHL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Evercore Wealth Management's AHL Position: Q3 2016 in Review

Evercore Wealth Management sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2016, closing a stake of 83 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in AHL in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 241 funds tracked by Wall St. Rank hold AHL as of Q3 2016.

  • Evercore Wealth Management reported no remaining ASPEN Insurance Holding Limited position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 83 ASPEN Insurance Holding Limited shares in Q3 2016, an estimated $4K.
  • Evercore Wealth Management first reported a position in ASPEN Insurance Holding Limited in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's ASPEN Insurance Holding Limited position peaked at $4K in Q2 2016.
  • 241 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.