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Hoxton Financial’s Assurant AIZ Stock Holding History

Hoxton Financial’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
Q1 		– Sell
-440
Closed -$29K – 336
2013
Q4 		$29K Sell
440
-54
-11% -$3.3K 0.01% 278
2013
Q3 		$27K Buy
494
+108
+28% +$5.84K 0.03% 163
2013
Q2 		$20K Buy
+386
New +$18.7K 0.01% 282

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hoxton Financial's AIZ Position: Q1 2014 in Review

Hoxton Financial sold out of Assurant (AIZ) in Q1 2014, closing a stake of 440 shares — an estimated $29K sold.

Hoxton Financial first reported a position in AIZ in Q2 2013 and held it in 3 quarters. The position peaked at $29K in Q4 2013. 332 funds tracked by Wall St. Rank hold AIZ as of Q1 2014.

  • Hoxton Financial reported no remaining Assurant position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 440 Assurant shares in Q1 2014, an estimated $29K.
  • Hoxton Financial first reported a position in Assurant in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Assurant position peaked at $29K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Assurant as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.