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PMFA
AWH
Plante Moran Financial Advisors’s
Allied World Assurance Co Hld Lt
AWH
Stock Holding History
Plante Moran Financial 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
2017
Q3
–
Sell
-63
Closed
-$3K
–
904
2017
Q2
$3K
Hold
63
–
–
﹤0.01%
732
2017
Q1
$3K
Hold
63
–
–
﹤0.01%
778
2016
Q4
$3K
Hold
63
–
–
﹤0.01%
834
2016
Q3
$3K
Sell
63
-132
-68%
-$5.21K
﹤0.01%
822
2016
Q2
$7K
Buy
+195
New
+$7.02K
0.01%
588
Other funds holding AWH
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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