JP Morgan Private Wealth Advisors’s ASPEN Insurance Holding Limited AHL Stock Holding History

JP Morgan Private Wealth Advisors’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
2015 Q3	–	Sell	-16,417	Closed	-$787K	–	1181
2015 Q2	$787K	Buy	16,417 +117	+0.7%	+$5.55K	0.01%	558
2015 Q1	$770K	Sell	16,300 -525	-3%	-$23.7K	0.01%	597
2014 Q4	$736K	Sell	16,825 -11,575	-41%	-$502K	0.01%	607
2014 Q3	$1.22M	Hold	28,400	–	–	0.02%	465
2014 Q2	$1.29M	Sell	28,400 -5,281	-16%	-$237K	0.02%	358
2014 Q1	$1.34M	Buy	+33,681	New	+$1.31M	0.02%	349

Other funds holding AHL

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AHL Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2015, closing a stake of 16,417 shares — an estimated $787K sold.

JP Morgan Private Wealth Advisors first reported a position in AHL in Q1 2014 and held it in 6 quarters. The position peaked at $1.34M in Q1 2014. 232 funds tracked by Wall St. Rank hold AHL as of Q3 2015.

JP Morgan Private Wealth Advisors reported no remaining ASPEN Insurance Holding Limited position as of Q3 2015 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 16,417 ASPEN Insurance Holding Limited shares in Q3 2015, an estimated $787K.
JP Morgan Private Wealth Advisors first reported a position in ASPEN Insurance Holding Limited in Q1 2014 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's ASPEN Insurance Holding Limited position peaked at $1.34M in Q1 2014.
232 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.