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

IFP 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 Q3	–	Sell	-22	Closed	-$1K	–	4403
2017 Q2	$1K	Sell	22 -58	-73%	-$3.06K	﹤0.01%	4041
2017 Q1	$4K	Sell	80 -34	-30%	-$1.81K	﹤0.01%	3478
2016 Q4	$6K	Sell	114 -31	-21%	-$1.42K	﹤0.01%	3247
2016 Q3	$6K	Buy	145 +65	+81%	+$2.57K	﹤0.01%	3191
2016 Q2	$3K	Buy	+80	New	+$2.88K	﹤0.01%	3424
2016 Q1	–	Sell	-551	Closed	-$21K	–	4373
2015 Q4	$21K	Buy	+551	New	+$20.4K	﹤0.01%	2154

Other funds holding AWH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's AWH Position: Q3 2017 in Review

IFP Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2017, closing a stake of 22 shares — an estimated $1K sold.

IFP Advisors first reported a position in AWH in Q4 2015 and held it in 6 quarters. The position peaked at $21K in Q4 2015. 1 fund tracked by Wall St. Rank holds AWH as of Q3 2017.

IFP Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2017 after selling out during the quarter.
IFP Advisors sold 22 Allied World Assurance Co Hld Lt shares in Q3 2017, an estimated $1K.
IFP Advisors first reported a position in Allied World Assurance Co Hld Lt in Q4 2015 and held it in 6 quarters.
IFP Advisors's Allied World Assurance Co Hld Lt position peaked at $21K in Q4 2015.
1 fund tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.