SKK
AHL

Shepherd Kaplan Krochuk’s ASPEN Insurance Holding Limited AHL Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q4 		– Sell
-5,717
Closed -$245K – 583
2014
Q3 		$245K Sell
5,717
-661
-10% -$28.1K 0.03% 398
2014
Q2 		$290K Buy
+6,378
New +$286K 0.03% 367
2013
Q3 		– Sell
-6,102
Closed -$227K – 677
2013
Q2 		$227K Buy
+6,102
New +$230K 0.04% 389

Other funds holding AHL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Shepherd Kaplan Krochuk's AHL Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2014, closing a stake of 5,717 shares — an estimated $245K sold.

Shepherd Kaplan Krochuk first reported a position in AHL in Q2 2013 and held it in 3 quarters. The position peaked at $290K in Q2 2014. 234 funds tracked by Wall St. Rank hold AHL as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining ASPEN Insurance Holding Limited position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,717 ASPEN Insurance Holding Limited shares in Q4 2014, an estimated $245K.
  • Shepherd Kaplan Krochuk first reported a position in ASPEN Insurance Holding Limited in Q2 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's ASPEN Insurance Holding Limited position peaked at $290K in Q2 2014.
  • 234 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.