GCA
AWH

Gideon Capital Advisors’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Gideon Capital Advisors’s Portfolio AWH Stock Details AWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,789
Closed -$307K – 483
2017
Q1 		$307K Buy
+5,789
New +$308K 0.18% 245

Other funds holding AWH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIC
Water Island Capital New York $1.08B AUM 105.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gideon Capital Advisors's AWH Position: Q2 2017 in Review

Gideon Capital Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q2 2017, closing a stake of 5,789 shares — an estimated $307K sold.

Gideon Capital Advisors first reported a position in AWH in Q1 2017 and held it in 1 quarter. The position peaked at $307K in Q1 2017. 172 funds tracked by Wall St. Rank hold AWH as of Q2 2017.

  • Gideon Capital Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q2 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 5,789 Allied World Assurance Co Hld Lt shares in Q2 2017, an estimated $307K.
  • Gideon Capital Advisors first reported a position in Allied World Assurance Co Hld Lt in Q1 2017 and held it in 1 quarter.
  • Gideon Capital Advisors's Allied World Assurance Co Hld Lt position peaked at $307K in Q1 2017.
  • 172 funds tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q2 2017.

Based on Gideon Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.