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BB&T Securities’s Assurant AIZ Stock Holding History

BB&T Securities’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
-4,714
Closed -$501K – 1620
2019
Q2 		$501K Buy
4,714
+1,221
+35% +$121K ﹤0.01% 1095
2019
Q1 		$331K Buy
+3,493
New +$338K ﹤0.01% 1249
2017
Q3 		– Sell
-3,450
Closed -$357K – 1410
2017
Q2 		$357K Buy
+3,450
New +$344K 0.01% 1088

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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BB&T Securities's AIZ Position: Q3 2019 in Review

BB&T Securities sold out of Assurant (AIZ) in Q3 2019, closing a stake of 4,714 shares — an estimated $501K sold.

BB&T Securities first reported a position in AIZ in Q2 2017 and held it in 3 quarters. The position peaked at $501K in Q2 2019. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

  • BB&T Securities reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
  • BB&T Securities sold 4,714 Assurant shares in Q3 2019, an estimated $501K.
  • BB&T Securities first reported a position in Assurant in Q2 2017 and held it in 3 quarters.
  • BB&T Securities's Assurant position peaked at $501K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.