WAM
AHL

Wealthspire Advisors (Maryland)’s ASPEN Insurance Holding Limited AHL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-210
Closed -$9K – 2671
2018
Q4 		$9K Buy
210
+35
+20% +$1.46K ﹤0.01% 1529
2018
Q3 		$7K Buy
175
+23
+15% +$918 ﹤0.01% 1699
2018
Q2 		$6K Buy
152
+1
+0.7% +$43 ﹤0.01% 1762
2018
Q1 		$7K Sell
151
-29
-16% -$1.14K ﹤0.01% 1710
2017
Q4 		$7K Buy
180
+137
+319% +$5.67K ﹤0.01% 1754
2017
Q3 		$2K Sell
43
-1,143
-96% -$52.9K ﹤0.01% 2039
2017
Q2 		$59K Sell
1,186
-506
-30% -$25.7K 0.01% 891
2017
Q1 		$88K Sell
1,692
-141
-8% -$7.82K 0.01% 649
2016
Q4 		$101K Sell
1,833
-210
-10% -$10.7K 0.02% 577
2016
Q3 		$95K Buy
2,043
+35
+2% +$1.59K 0.01% 585
2016
Q2 		$93K Buy
2,008
+889
+79% +$41.5K 0.02% 546
2016
Q1 		$53K Buy
1,119
+36
+3% +$1.64K 0.01% 690
2015
Q4 		$52K Buy
+1,083
New +$53.2K 0.01% 704

Wealthspire Advisors (Maryland)'s AHL Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of ASPEN Insurance Holding Limited (AHL) in Q1 2019, closing a stake of 210 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in AHL in Q4 2015 and held it in 13 quarters. The position peaked at $101K in Q4 2016. 0 funds tracked by Wall St. Rank hold AHL as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ASPEN Insurance Holding Limited position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 210 ASPEN Insurance Holding Limited shares in Q1 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in ASPEN Insurance Holding Limited in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s ASPEN Insurance Holding Limited position peaked at $101K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.