Guardian Investor Services’s Assurant AIZ Stock Holding History

Guardian Investor Services’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
2015 Q1	$29K	Sell	476 -17	-3%	-$1.08K	0.02%	490
2014 Q4	$34K	Sell	493 -15	-3%	-$998	0.03%	473
2014 Q3	$33K	Sell	508 -36	-7%	-$2.35K	0.03%	483
2014 Q2	$36K	Sell	544 -30	-5%	-$2K	0.03%	477
2014 Q1	$37K	Sell	574 -27	-4%	-$1.77K	0.03%	472
2013 Q4	$40K	Sell	601 -16	-3%	-$979	0.03%	459
2013 Q3	$33K	Sell	617 -37	-6%	-$2K	0.03%	473
2013 Q2	$33K	Buy	+654	New	+$31.7K	0.03%	463

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Guardian Investor Services's AIZ Position: Q1 2015 in Review

Guardian Investor Services reduced its Assurant (AIZ) stake by 3.4% in Q1 2015, selling an estimated $1.08K and leaving 476 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #490.

Guardian Investor Services first reported a position in AIZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $40K in Q4 2013. 313 funds tracked by Wall St. Rank hold AIZ as of Q1 2015.

Guardian Investor Services held 476 shares of Assurant worth $29K as of Q1 2015.
Guardian Investor Services sold 17 Assurant shares in Q1 2015, an estimated $1.08K.
Assurant made up 0.02% of Guardian Investor Services's portfolio in Q1 2015, its #490 holding.
Guardian Investor Services first reported a position in Assurant in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Assurant position peaked at $40K in Q4 2013.
313 funds tracked by Wall St. Rank held Assurant as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.