AC
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Avestar Capital’s Assurant AIZ Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-21
Closed -$1K – 182
2019
Q2 		$1K Hold
21
– – ﹤0.01% 721
2019
Q1 		$1K Hold
21
– – ﹤0.01% 689
2018
Q4 		$1K Hold
21
– – ﹤0.01% 675
2018
Q3 		$1K Hold
21
– – ﹤0.01% 666
2018
Q2 		$1K Buy
21
+16
+320% +$1.5K ﹤0.01% 718
2018
Q1 		$1K Buy
+5
New +$457 ﹤0.01% 674

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avestar Capital's AIZ Position: Q3 2019 in Review

Avestar Capital sold out of Assurant (AIZ) in Q3 2019, closing a stake of 21 shares — an estimated $1K sold.

Avestar Capital first reported a position in AIZ in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

  • Avestar Capital reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 21 Assurant shares in Q3 2019, an estimated $1K.
  • Avestar Capital first reported a position in Assurant in Q1 2018 and held it in 6 quarters.
  • Avestar Capital's Assurant position peaked at $1K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.