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
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Plante Moran Financial Advisors's AWH Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2017, closing a stake of 63 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in AWH in Q2 2016 and held it in 5 quarters. The position peaked at $7K in Q2 2016. 1 fund tracked by Wall St. Rank holds AWH as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 63 Allied World Assurance Co Hld Lt shares in Q3 2017, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Allied World Assurance Co Hld Lt in Q2 2016 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Allied World Assurance Co Hld Lt position peaked at $7K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.