Evercore Wealth Management’s Assurant AIZ Stock Holding History

Evercore 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
2018 Q1	–	Sell	-108	Closed	-$11K	–	363
2017 Q4	$11K	Hold	108	–	–	﹤0.01%	794
2017 Q3	$10K	Hold	108	–	–	﹤0.01%	787
2017 Q2	$11K	Hold	108	–	–	﹤0.01%	804
2017 Q1	$10K	Hold	108	–	–	﹤0.01%	821
2016 Q4	$10K	Hold	108	–	–	﹤0.01%	821
2016 Q3	$10K	Sell	108 -132	-55%	-$11.5K	﹤0.01%	864
2016 Q2	$21K	Buy	+240	New	+$20.2K	﹤0.01%	741
2014 Q3	–	Sell	-22	Closed	-$1K	–	934
2014 Q2	$1K	Buy	+22	New	+$1.47K	﹤0.01%	988

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evercore Wealth Management's AIZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Assurant (AIZ) in Q1 2018, closing a stake of 108 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in AIZ in Q2 2014 and held it in 8 quarters. The position peaked at $21K in Q2 2016. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

Evercore Wealth Management reported no remaining Assurant position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 108 Assurant shares in Q1 2018, an estimated $11K.
Evercore Wealth Management first reported a position in Assurant in Q2 2014 and held it in 8 quarters.
Evercore Wealth Management's Assurant position peaked at $21K in Q2 2016.
388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.