Wealthfront’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Wealthfront’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	-12	Closed	–	–	1364
2015 Q3	$0	Buy	+12	New	+$498	﹤0.01%	1593

Other funds holding AWH

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 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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's AWH Position: Q4 2015 in Review

Wealthfront sold out of Allied World Assurance Co Hld Lt (AWH) in Q4 2015, closing a stake of 12 shares.

Wealthfront first reported a position in AWH in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 236 funds tracked by Wall St. Rank hold AWH as of Q4 2015.

Wealthfront reported no remaining Allied World Assurance Co Hld Lt position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 12 Allied World Assurance Co Hld Lt shares in Q4 2015.
Wealthfront first reported a position in Allied World Assurance Co Hld Lt in Q3 2015 and held it in 1 quarter.
Wealthfront's Allied World Assurance Co Hld Lt position peaked at $0 in Q3 2015.
236 funds tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q4 2015.

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