IPC
AHL

Independent Portfolio Consultants’s ASPEN Insurance Holding Limited AHL Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-15
Closed -$1K – 933
2016
Q4 		$1K Buy
+15
New +$765 ﹤0.01% 805
2014
Q3 		– Sell
-1,045
Closed -$47K – 981
2014
Q2 		$47K Buy
+1,045
New +$46.8K 0.01% 649

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Independent Portfolio Consultants's AHL Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of ASPEN Insurance Holding Limited (AHL) in Q1 2017, closing a stake of 15 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in AHL in Q2 2014 and held it in 2 quarters. The position peaked at $47K in Q2 2014. 231 funds tracked by Wall St. Rank hold AHL as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining ASPEN Insurance Holding Limited position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 15 ASPEN Insurance Holding Limited shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in ASPEN Insurance Holding Limited in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's ASPEN Insurance Holding Limited position peaked at $47K in Q2 2014.
  • 231 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.