LA
AHL

Lucus Advisors’s ASPEN Insurance Holding Limited AHL Stock Holding History

Lucus 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
2016
Q2 		– Sell
-4,924
Closed -$235K – 319
2016
Q1 		$235K Buy
+4,924
New +$225K 0.14% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Lucus Advisors's AHL Position: Q2 2016 in Review

Lucus Advisors sold out of ASPEN Insurance Holding Limited (AHL) in Q2 2016, closing a stake of 4,924 shares — an estimated $235K sold.

Lucus Advisors first reported a position in AHL in Q1 2016 and held it in 1 quarter. The position peaked at $235K in Q1 2016. 250 funds tracked by Wall St. Rank hold AHL as of Q2 2016.

  • Lucus Advisors reported no remaining ASPEN Insurance Holding Limited position as of Q2 2016 after selling out during the quarter.
  • Lucus Advisors sold 4,924 ASPEN Insurance Holding Limited shares in Q2 2016, an estimated $235K.
  • Lucus Advisors first reported a position in ASPEN Insurance Holding Limited in Q1 2016 and held it in 1 quarter.
  • Lucus Advisors's ASPEN Insurance Holding Limited position peaked at $235K in Q1 2016.
  • 250 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q2 2016.

Based on Lucus Advisors's 13F filing for Q2 2016, filed 27 Jul 2016.