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Boston Private Bank & Trust’s Assurant AIZ Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		– Sell
-96
Closed -$7K – 1063
2014
Q4 		$7K Buy
+96
New +$6.39K ﹤0.01% 904

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's AIZ Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Assurant (AIZ) in Q1 2015, closing a stake of 96 shares — an estimated $7K sold.

Boston Private Bank & Trust first reported a position in AIZ in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 313 funds tracked by Wall St. Rank hold AIZ as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Assurant position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 96 Assurant shares in Q1 2015, an estimated $7K.
  • Boston Private Bank & Trust first reported a position in Assurant in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Assurant position peaked at $7K in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Assurant as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.