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FDO Partners’s Assurant AIZ Stock Holding History

FDO Partners’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
2017
Q2 		– Sell
-13,197
Closed -$1.26M – 231
2017
Q1 		$1.26M Buy
+13,197
New +$1.28M 0.31% 132
2016
Q4 		– Sell
-14,152
Closed -$1.31M – 197
2016
Q3 		$1.31M Buy
14,152
+8,749
+162% +$765K 0.56% 75
2016
Q2 		$466K Sell
5,403
-14,653
-73% -$1.23M 0.25% 147
2016
Q1 		$1.55M Buy
+20,056
New +$1.52M 1.01% 10

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDO Partners's AIZ Position: Q2 2017 in Review

FDO Partners sold out of Assurant (AIZ) in Q2 2017, closing a stake of 13,197 shares — an estimated $1.26M sold.

FDO Partners first reported a position in AIZ in Q1 2016 and held it in 4 quarters. The position peaked at $1.55M in Q1 2016. 359 funds tracked by Wall St. Rank hold AIZ as of Q2 2017.

  • FDO Partners reported no remaining Assurant position as of Q2 2017 after selling out during the quarter.
  • FDO Partners sold 13,197 Assurant shares in Q2 2017, an estimated $1.26M.
  • FDO Partners first reported a position in Assurant in Q1 2016 and held it in 4 quarters.
  • FDO Partners's Assurant position peaked at $1.55M in Q1 2016.
  • 359 funds tracked by Wall St. Rank held Assurant as of Q2 2017.

Based on FDO Partners's 13F filing for Q2 2017, filed 14 Aug 2017.