MA
AWH

MCF Advisors’s Allied World Assurance Co Hld Lt AWH Stock Holding History

MCF Advisors’s Portfolio AWH Stock Details AWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-32
Closed -$1K – 571
2016
Q2 		$1K Buy
+32
New +$1.15K ﹤0.01% 543

Other funds holding AWH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 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 $3.37T AUM 44.26% 1-Year Est. Return

MCF Advisors's AWH Position: Q3 2016 in Review

MCF Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2016, closing a stake of 32 shares — an estimated $1K sold.

MCF Advisors first reported a position in AWH in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 237 funds tracked by Wall St. Rank hold AWH as of Q3 2016.

  • MCF Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2016 after selling out during the quarter.
  • MCF Advisors sold 32 Allied World Assurance Co Hld Lt shares in Q3 2016, an estimated $1K.
  • MCF Advisors first reported a position in Allied World Assurance Co Hld Lt in Q2 2016 and held it in 1 quarter.
  • MCF Advisors's Allied World Assurance Co Hld Lt position peaked at $1K in Q2 2016.
  • 237 funds tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2016.

Based on MCF Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.