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Founders Bank & Trust’s Assurant AIZ Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$10K Hold
150
– – 0.01% 296
2014
Q3 		$10K Hold
150
– – 0.01% 292
2014
Q2 		$10K Hold
150
– – 0.01% 287
2014
Q1 		$10K Hold
150
– – 0.01% 289
2013
Q4 		$10K Hold
150
– – 0.01% 309
2013
Q3 		$8K Hold
150
– – ﹤0.01% 276
2013
Q2 		$8K Buy
+150
New +$7.28K ﹤0.01% 262

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Founders Bank & Trust's AIZ Position: Q4 2014 in Review

Founders Bank & Trust held its Assurant (AIZ) position steady in Q4 2014 at 150 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #296.

Founders Bank & Trust first reported a position in AIZ in Q2 2013 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold AIZ as of Q4 2014.

  • Founders Bank & Trust held 150 shares of Assurant worth $10K as of Q4 2014.
  • Founders Bank & Trust left its Assurant share count unchanged in Q4 2014.
  • Assurant made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #296 holding.
  • Founders Bank & Trust first reported a position in Assurant in Q2 2013 and has held it in 7 quarters since.
  • 350 funds tracked by Wall St. Rank held Assurant as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.