GWM
AIZ icon

Gupta Wealth Management’s Assurant AIZ Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$3K Hold
35
– – ﹤0.01% 1011
2015
Q4 		$3K Hold
35
– – ﹤0.01% 1069
2015
Q3 		$3K Sell
35
-11
-24% -$821 ﹤0.01% 1083
2015
Q2 		$3K Hold
46
– – ﹤0.01% 1069
2015
Q1 		$3K Buy
+46
New +$2.91K ﹤0.01% 942

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Gupta Wealth Management's AIZ Position: Q1 2016 in Review

Gupta Wealth Management held its Assurant (AIZ) position steady in Q1 2016 at 35 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Gupta Wealth Management first reported a position in AIZ in Q1 2015 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold AIZ as of Q1 2016.

  • Gupta Wealth Management held 35 shares of Assurant worth $3K as of Q1 2016.
  • Gupta Wealth Management left its Assurant share count unchanged in Q1 2016.
  • Assurant made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1011 holding.
  • Gupta Wealth Management first reported a position in Assurant in Q1 2015 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held Assurant as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.