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Delphi Private Advisors’s Assurant AIZ Stock Holding History

Delphi Private 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
2016
Q4 		– Sell
-41
Closed -$4K – 265
2016
Q3 		$4K Sell
41
-28
-41% -$2.45K 0.01% 177
2016
Q2 		$6K Buy
69
+13
+23% +$1.09K 0.01% 164
2016
Q1 		$4K Sell
56
-117
-68% -$8.88K 0.01% 192
2015
Q4 		$14K Buy
+173
New +$14.3K 0.02% 128

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Delphi Private Advisors's AIZ Position: Q4 2016 in Review

Delphi Private Advisors sold out of Assurant (AIZ) in Q4 2016, closing a stake of 41 shares — an estimated $4K sold.

Delphi Private Advisors first reported a position in AIZ in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q4 2015. 346 funds tracked by Wall St. Rank hold AIZ as of Q4 2016.

  • Delphi Private Advisors reported no remaining Assurant position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 41 Assurant shares in Q4 2016, an estimated $4K.
  • Delphi Private Advisors first reported a position in Assurant in Q4 2015 and held it in 4 quarters.
  • Delphi Private Advisors's Assurant position peaked at $14K in Q4 2015.
  • 346 funds tracked by Wall St. Rank held Assurant as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.