CCA
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Checchi Capital Advisers’s Assurant AIZ Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-1,015
Closed -$88K – 412
2016
Q2 		$88K Sell
1,015
-210
-17% -$17.6K 0.01% 628
2016
Q1 		$95K Buy
+1,225
New +$93K 0.02% 609

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Checchi Capital Advisers's AIZ Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Assurant (AIZ) in Q3 2016, closing a stake of 1,015 shares — an estimated $88K sold.

Checchi Capital Advisers first reported a position in AIZ in Q1 2016 and held it in 2 quarters. The position peaked at $95K in Q1 2016. 346 funds tracked by Wall St. Rank hold AIZ as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Assurant position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,015 Assurant shares in Q3 2016, an estimated $88K.
  • Checchi Capital Advisers first reported a position in Assurant in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Assurant position peaked at $95K in Q1 2016.
  • 346 funds tracked by Wall St. Rank held Assurant as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.