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Camarda Financial Advisors’s Assurant AIZ Stock Holding History

Camarda Financial Advisors’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
2014
Q4 		– Sell
-437
Closed -$28K – 268
2014
Q3 		$28K Buy
+437
New +$28.6K 0.02% 144

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Camarda Financial Advisors's AIZ Position: Q4 2014 in Review

Camarda Financial Advisors sold out of Assurant (AIZ) in Q4 2014, closing a stake of 437 shares — an estimated $28K sold.

Camarda Financial Advisors first reported a position in AIZ in Q3 2014 and held it in 1 quarter. The position peaked at $28K in Q3 2014. 348 funds tracked by Wall St. Rank hold AIZ as of Q4 2014.

  • Camarda Financial Advisors reported no remaining Assurant position as of Q4 2014 after selling out during the quarter.
  • Camarda Financial Advisors sold 437 Assurant shares in Q4 2014, an estimated $28K.
  • Camarda Financial Advisors first reported a position in Assurant in Q3 2014 and held it in 1 quarter.
  • Camarda Financial Advisors's Assurant position peaked at $28K in Q3 2014.
  • 348 funds tracked by Wall St. Rank held Assurant as of Q4 2014.

Based on Camarda Financial Advisors's 13F filing for Q4 2014, filed 23 Jan 2015.