Financial Architects (New Jersey)’s Assurant AIZ Stock Holding History

Financial Architects (New Jersey)’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	-175	Closed	-$19K	–	1000
2019 Q2	$19K	Sell	175 -1,569	-90%	-$155K	﹤0.01%	722
2019 Q1	$166K	Buy	1,744 +116	+7%	+$11.2K	0.03%	342
2018 Q4	$146K	Hold	1,628	–	–	0.03%	323
2018 Q3	$176K	Hold	1,628	–	–	0.03%	334
2018 Q2	$168K	Hold	1,628	–	–	0.03%	302
2018 Q1	$149K	Buy	1,628 +804	+98%	+$73.5K	0.03%	359
2017 Q4	$83K	Hold	824	–	–	0.01%	535
2017 Q3	$79K	Hold	824	–	–	0.01%	549
2017 Q2	$85K	Buy	824 +17	+2%	+$1.69K	0.02%	522
2017 Q1	$77K	Buy	807 +386	+92%	+$37.3K	0.01%	538
2016 Q4	$39K	Hold	421	–	–	0.01%	636
2016 Q3	$39K	Sell	421 -14	-3%	-$1.22K	0.01%	647
2016 Q2	$38K	Hold	435	–	–	0.01%	611
2016 Q1	$34K	Buy	+435	New	+$33K	0.01%	467

Other funds holding AIZ

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Financial Architects (New Jersey)'s AIZ Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Assurant (AIZ) in Q3 2019, closing a stake of 175 shares — an estimated $19K sold.

Financial Architects (New Jersey) first reported a position in AIZ in Q1 2016 and held it in 14 quarters. The position peaked at $176K in Q3 2018. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

Financial Architects (New Jersey) reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 175 Assurant shares in Q3 2019, an estimated $19K.
Financial Architects (New Jersey) first reported a position in Assurant in Q1 2016 and held it in 14 quarters.
Financial Architects (New Jersey)'s Assurant position peaked at $176K in Q3 2018.
382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.