Wealth Enhancement Advisory Services
AHL

Wealth Enhancement Advisory Services’s ASPEN Insurance Holding Limited AHL Stock Holding History

Wealth Enhancement Advisory Services’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
2016
Q4 		– Sell
-18,126
Closed -$882K – 193
2016
Q3 		$882K Buy
+18,126
New +$825K 0.13% 94

Other funds holding AHL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services's AHL Position: Q4 2016 in Review

Wealth Enhancement Advisory Services sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2016, closing a stake of 18,126 shares — an estimated $882K sold.

Wealth Enhancement Advisory Services first reported a position in AHL in Q3 2016 and held it in 1 quarter. The position peaked at $882K in Q3 2016. 244 funds tracked by Wall St. Rank hold AHL as of Q4 2016.

  • Wealth Enhancement Advisory Services reported no remaining ASPEN Insurance Holding Limited position as of Q4 2016 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,126 ASPEN Insurance Holding Limited shares in Q4 2016, an estimated $882K.
  • Wealth Enhancement Advisory Services first reported a position in ASPEN Insurance Holding Limited in Q3 2016 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's ASPEN Insurance Holding Limited position peaked at $882K in Q3 2016.
  • 244 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2016.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2016, filed 31 Jan 2017.