RIA
AWH

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

Regal Investment 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
2015
Q4 		– Sell
-208
Closed -$7K – 1069
2015
Q3 		$7K Buy
208
+26
+14% +$1.08K ﹤0.01% 771
2015
Q2 		$7K Buy
+182
New +$7.71K ﹤0.01% 716

Other funds holding AWH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Investment Advisors's AWH Position: Q4 2015 in Review

Regal Investment Advisors sold out of Allied World Assurance Co Hld Lt (AWH) in Q4 2015, closing a stake of 208 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in AWH in Q2 2015 and held it in 2 quarters. The position peaked at $7K in Q3 2015. 236 funds tracked by Wall St. Rank hold AWH as of Q4 2015.

  • Regal Investment Advisors reported no remaining Allied World Assurance Co Hld Lt position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 208 Allied World Assurance Co Hld Lt shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Allied World Assurance Co Hld Lt in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Allied World Assurance Co Hld Lt position peaked at $7K in Q3 2015.
  • 236 funds tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.