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Doyle Wealth Management’s Assurant AIZ Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-660
Closed -$70K – 218
2019
Q2 		$70K Buy
+660
New +$65.2K 0.01% 306
2019
Q1 		– Sell
-660
Closed -$59K – 210
2018
Q4 		$59K Buy
+660
New +$64.6K 0.01% 325

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Doyle Wealth Management's AIZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of Assurant (AIZ) in Q3 2019, closing a stake of 660 shares — an estimated $70K sold.

Doyle Wealth Management first reported a position in AIZ in Q4 2018 and held it in 2 quarters. The position peaked at $70K in Q2 2019. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

  • Doyle Wealth Management reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 660 Assurant shares in Q3 2019, an estimated $70K.
  • Doyle Wealth Management first reported a position in Assurant in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Assurant position peaked at $70K in Q2 2019.
  • 382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.