FGC
AIZ icon

Financial Gravity Companies’s Assurant AIZ Stock Holding History

Financial Gravity Companies’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 		$1K Sell
16
-1
-6% -$91 ﹤0.01% 1054
2017
Q4 		$2K Buy
+17
New +$1.68K ﹤0.01% 892

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
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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Gravity Companies's AIZ Position: Q1 2018 in Review

Financial Gravity Companies reduced its Assurant (AIZ) stake by 5.9% in Q1 2018, selling an estimated $91 and leaving 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Financial Gravity Companies first reported a position in AIZ in Q4 2017 and has held it in 2 quarters since. The position peaked at $2K in Q4 2017. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

  • Financial Gravity Companies held 16 shares of Assurant worth $1K as of Q1 2018.
  • Financial Gravity Companies sold 1 Assurant share in Q1 2018, an estimated $91.
  • Assurant made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1054 holding.
  • Financial Gravity Companies first reported a position in Assurant in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Assurant position peaked at $2K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.