GWM
AHL

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

Gupta 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
Q1 		$15K Sell
317
-354
-53% -$16.1K ﹤0.01% 763
2015
Q4 		$32K Hold
671
– – 0.01% 546
2015
Q3 		$31K Sell
671
-100
-13% -$4.76K 0.01% 568
2015
Q2 		$37K Buy
+771
New +$36.6K 0.01% 541

Other funds holding AHL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Gupta Wealth Management's AHL Position: Q1 2016 in Review

Gupta Wealth Management reduced its ASPEN Insurance Holding Limited (AHL) stake by 53% in Q1 2016, selling an estimated $16.1K and leaving 317 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Gupta Wealth Management first reported a position in AHL in Q2 2015 and has held it in 4 quarters since. The position peaked at $37K in Q2 2015. 239 funds tracked by Wall St. Rank hold AHL as of Q1 2016.

  • Gupta Wealth Management held 317 shares of ASPEN Insurance Holding Limited worth $15K as of Q1 2016.
  • Gupta Wealth Management sold 354 ASPEN Insurance Holding Limited shares in Q1 2016, an estimated $16.1K.
  • ASPEN Insurance Holding Limited made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #763 holding.
  • Gupta Wealth Management first reported a position in ASPEN Insurance Holding Limited in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's ASPEN Insurance Holding Limited position peaked at $37K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.