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BRC Investment Management’s Assurant AIZ Stock Holding History

BRC Investment Management’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
-9,312
Closed -$637K – 106
2014
Q4 		$637K Buy
9,312
+1,414
+18% +$94.1K 0.09% 87
2014
Q3 		$508K Buy
+7,898
New +$517K 0.08% 94

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

BRC Investment Management's AIZ Position: Q1 2015 in Review

BRC Investment Management sold out of Assurant (AIZ) in Q1 2015, closing a stake of 9,312 shares — an estimated $637K sold.

BRC Investment Management first reported a position in AIZ in Q3 2014 and held it in 2 quarters. The position peaked at $637K in Q4 2014. 313 funds tracked by Wall St. Rank hold AIZ as of Q1 2015.

  • BRC Investment Management reported no remaining Assurant position as of Q1 2015 after selling out during the quarter.
  • BRC Investment Management sold 9,312 Assurant shares in Q1 2015, an estimated $637K.
  • BRC Investment Management first reported a position in Assurant in Q3 2014 and held it in 2 quarters.
  • BRC Investment Management's Assurant position peaked at $637K in Q4 2014.
  • 313 funds tracked by Wall St. Rank held Assurant as of Q1 2015.

Based on BRC Investment Management's 13F filing for Q1 2015, filed 5 May 2015.