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Calvert Investment Management’s Assurant AIZ Stock Holding History

Calvert 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
2017
Q1 		– Sell
-4,331
Closed -$402K – 24
2016
Q4 		$402K Sell
4,331
-26
-0.6% -$2.27K 0.02% 590
2016
Q3 		$402K Buy
4,357
+8
+0.2% +$699 0.01% 588
2016
Q2 		$375K Sell
4,349
-751
-15% -$63.1K 0.02% 579
2016
Q1 		$393K Buy
5,100
+987
+24% +$74.9K 0.02% 542
2015
Q4 		$331K Buy
4,113
+1,253
+44% +$103K 0.02% 540
2015
Q3 		$226K Buy
+2,860
New +$214K 0.01% 547

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Calvert Investment Management's AIZ Position: Q1 2017 in Review

Calvert Investment Management sold out of Assurant (AIZ) in Q1 2017, closing a stake of 4,331 shares — an estimated $402K sold.

Calvert Investment Management first reported a position in AIZ in Q3 2015 and held it in 6 quarters. The position peaked at $402K in Q4 2016. 343 funds tracked by Wall St. Rank hold AIZ as of Q1 2017.

  • Calvert Investment Management reported no remaining Assurant position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 4,331 Assurant shares in Q1 2017, an estimated $402K.
  • Calvert Investment Management first reported a position in Assurant in Q3 2015 and held it in 6 quarters.
  • Calvert Investment Management's Assurant position peaked at $402K in Q4 2016.
  • 343 funds tracked by Wall St. Rank held Assurant as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.