W
AHL

Wealthfront’s ASPEN Insurance Holding Limited AHL Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-286
Closed -$13K – 1237
2015
Q3 		$13K Sell
286
-389
-58% -$18.5K ﹤0.01% 891
2015
Q2 		$32K Buy
675
+482
+250% +$22.9K ﹤0.01% 556
2015
Q1 		$9K Buy
193
+192
+19,200% +$8.68K ﹤0.01% 665
2014
Q4 		$0 Buy
+1
New +$43 ﹤0.01% 1098

Other funds holding AHL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthfront's AHL Position: Q4 2015 in Review

Wealthfront sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2015, closing a stake of 286 shares — an estimated $13K sold.

Wealthfront first reported a position in AHL in Q4 2014 and held it in 4 quarters. The position peaked at $32K in Q2 2015. 239 funds tracked by Wall St. Rank hold AHL as of Q4 2015.

  • Wealthfront reported no remaining ASPEN Insurance Holding Limited position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 286 ASPEN Insurance Holding Limited shares in Q4 2015, an estimated $13K.
  • Wealthfront first reported a position in ASPEN Insurance Holding Limited in Q4 2014 and held it in 4 quarters.
  • Wealthfront's ASPEN Insurance Holding Limited position peaked at $32K in Q2 2015.
  • 239 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.