EA
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Edge Advisors’s Assurant AIZ Stock Holding History

Edge 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
2018
Q2 		$3K Hold
30
– – ﹤0.01% 765
2018
Q1 		$2K Hold
30
– – ﹤0.01% 787
2017
Q4 		$3K Hold
30
– – ﹤0.01% 815
2017
Q3 		$2K Hold
30
– – ﹤0.01% 805
2017
Q2 		$3K Hold
30
– – ﹤0.01% 836
2017
Q1 		$2K Hold
30
– – ﹤0.01% 860
2016
Q4 		$2K Buy
+30
New +$2.62K ﹤0.01% 761

Other funds holding AIZ

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edge Advisors's AIZ Position: Q2 2018 in Review

Edge Advisors held its Assurant (AIZ) position steady in Q2 2018 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Edge Advisors first reported a position in AIZ in Q4 2016 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold AIZ as of Q2 2018.

  • Edge Advisors held 30 shares of Assurant worth $3K as of Q2 2018.
  • Edge Advisors left its Assurant share count unchanged in Q2 2018.
  • Assurant made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #765 holding.
  • Edge Advisors first reported a position in Assurant in Q4 2016 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held Assurant as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.