KT
AHL

Kanaly Trust’s ASPEN Insurance Holding Limited AHL Stock Holding History

Kanaly Trust’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
Q4 		$10K Buy
186
+6
+3% +$306 ﹤0.01% 563
2016
Q3 		$8K Sell
180
-73
-29% -$3.32K ﹤0.01% 584
2016
Q2 		$12K Sell
253
-312
-55% -$14.6K ﹤0.01% 514
2016
Q1 		$27K Hold
565
– – 0.01% 391
2015
Q4 		$27K Buy
565
+484
+598% +$23.8K 0.01% 383
2015
Q3 		$4K Buy
+81
New +$3.85K ﹤0.01% 696

Other funds holding AHL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Kanaly Trust's AHL Position: Q4 2016 in Review

Kanaly Trust increased its ASPEN Insurance Holding Limited (AHL) stake by 3.3% in Q4 2016, buying an estimated $306 and bringing the position to 186 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Kanaly Trust first reported a position in AHL in Q3 2015 and has held it in 6 quarters since. The position peaked at $27K in Q1 2016. 244 funds tracked by Wall St. Rank hold AHL as of Q4 2016.

  • Kanaly Trust held 186 shares of ASPEN Insurance Holding Limited worth $10K as of Q4 2016.
  • Kanaly Trust bought 6 ASPEN Insurance Holding Limited shares in Q4 2016, an estimated $306.
  • ASPEN Insurance Holding Limited made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #563 holding.
  • Kanaly Trust first reported a position in ASPEN Insurance Holding Limited in Q3 2015 and has held it in 6 quarters since.
  • Kanaly Trust's ASPEN Insurance Holding Limited position peaked at $27K in Q1 2016.
  • 244 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.