LPL Financial
AHL

LPL Financial’s ASPEN Insurance Holding Limited AHL Stock Holding History

LPL Financial’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
Q2 		– Sell
-5,012
Closed -$260K – 3049
2017
Q1 		$260K Sell
5,012
-460
-8% -$25.5K ﹤0.01% 2309
2016
Q4 		$301K Sell
5,472
-219
-4% -$11.2K ﹤0.01% 2172
2016
Q3 		$272K Buy
5,691
+60
+1% +$2.73K ﹤0.01% 2193
2016
Q2 		$254K Buy
+5,631
New +$263K ﹤0.01% 2207

Other funds holding AHL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's AHL Position: Q2 2017 in Review

LPL Financial sold out of ASPEN Insurance Holding Limited (AHL) in Q2 2017, closing a stake of 5,012 shares — an estimated $260K sold.

LPL Financial first reported a position in AHL in Q2 2016 and held it in 4 quarters. The position peaked at $301K in Q4 2016. 232 funds tracked by Wall St. Rank hold AHL as of Q2 2017.

  • LPL Financial reported no remaining ASPEN Insurance Holding Limited position as of Q2 2017 after selling out during the quarter.
  • LPL Financial sold 5,012 ASPEN Insurance Holding Limited shares in Q2 2017, an estimated $260K.
  • LPL Financial first reported a position in ASPEN Insurance Holding Limited in Q2 2016 and held it in 4 quarters.
  • LPL Financial's ASPEN Insurance Holding Limited position peaked at $301K in Q4 2016.
  • 232 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.