UCFA
AHL

United Capital Financial Advisors’s ASPEN Insurance Holding Limited AHL Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-29,183
Closed -$1.16M – 968
2014
Q1 		$1.16M Buy
+29,183
New +$1.13M 0.02% 449

Other funds holding AHL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

United Capital Financial Advisors's AHL Position: Q2 2014 in Review

United Capital Financial Advisors sold out of ASPEN Insurance Holding Limited (AHL) in Q2 2014, closing a stake of 29,183 shares — an estimated $1.16M sold.

United Capital Financial Advisors first reported a position in AHL in Q1 2014 and held it in 1 quarter. The position peaked at $1.16M in Q1 2014. 232 funds tracked by Wall St. Rank hold AHL as of Q2 2014.

  • United Capital Financial Advisors reported no remaining ASPEN Insurance Holding Limited position as of Q2 2014 after selling out during the quarter.
  • United Capital Financial Advisors sold 29,183 ASPEN Insurance Holding Limited shares in Q2 2014, an estimated $1.16M.
  • United Capital Financial Advisors first reported a position in ASPEN Insurance Holding Limited in Q1 2014 and held it in 1 quarter.
  • United Capital Financial Advisors's ASPEN Insurance Holding Limited position peaked at $1.16M in Q1 2014.
  • 232 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.