FWM
AHL

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

Focused 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
2014
Q3 		– Sell
-181
Closed -$8K – 732
2014
Q2 		$8K Hold
181
– – 0.01% 461
2014
Q1 		$7K Hold
181
– – 0.01% 450
2013
Q4 		$7K Hold
181
– – 0.01% 449
2013
Q3 		$7K Buy
+181
New +$6.66K 0.01% 423

Other funds holding AHL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Focused Wealth Management's AHL Position: Q3 2014 in Review

Focused Wealth Management sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2014, closing a stake of 181 shares — an estimated $8K sold.

Focused Wealth Management first reported a position in AHL in Q3 2013 and held it in 4 quarters. The position peaked at $8K in Q2 2014. 225 funds tracked by Wall St. Rank hold AHL as of Q3 2014.

  • Focused Wealth Management reported no remaining ASPEN Insurance Holding Limited position as of Q3 2014 after selling out during the quarter.
  • Focused Wealth Management sold 181 ASPEN Insurance Holding Limited shares in Q3 2014, an estimated $8K.
  • Focused Wealth Management first reported a position in ASPEN Insurance Holding Limited in Q3 2013 and held it in 4 quarters.
  • Focused Wealth Management's ASPEN Insurance Holding Limited position peaked at $8K in Q2 2014.
  • 225 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2014.

Based on Focused Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.