Avantax Planning Partners’s Assurant AIZ Stock Holding History

Avantax Planning Partners’s Portfolio AIZ Stock Details AIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8,860	Closed	-$810K	–	274
2018 Q1	$810K	Buy	+8,860	New	+$810K	0.07%	113

Other funds holding AIZ

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Planning Partners's AIZ Position: Q2 2018 in Review

Avantax Planning Partners sold out of Assurant (AIZ) in Q2 2018, closing a stake of 8,860 shares — an estimated $810K sold.

Avantax Planning Partners first reported a position in AIZ in Q1 2018 and held it in 1 quarter. The position peaked at $810K in Q1 2018. 369 funds tracked by Wall St. Rank hold AIZ as of Q2 2018.

Avantax Planning Partners reported no remaining Assurant position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 8,860 Assurant shares in Q2 2018, an estimated $810K.
Avantax Planning Partners first reported a position in Assurant in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Assurant position peaked at $810K in Q1 2018.
369 funds tracked by Wall St. Rank held Assurant as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.