IHT Wealth Management’s Assurant AIZ Stock Holding History

IHT 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
2018 Q2	–	Sell	-1,170	Closed	-$103K	–	439
2018 Q1	$103K	Buy	1,170 +145	+14%	+$13.3K	0.03%	471
2017 Q4	$102K	Buy	1,025 +820	+400%	+$81K	0.03%	485
2017 Q3	$20K	Hold	205	–	–	0.01%	771
2017 Q2	$22	Buy	+205	New	+$20.4K	0.01%	750
2017 Q1	–	Sell	-209	Closed	-$20K	–	1266
2016 Q4	$20K	Buy	+209	New	+$18.3K	0.02%	631

Other funds holding AIZ

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

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

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

IHT Wealth Management's AIZ Position: Q2 2018 in Review

IHT Wealth Management sold out of Assurant (AIZ) in Q2 2018, closing a stake of 1,170 shares — an estimated $103K sold.

IHT Wealth Management first reported a position in AIZ in Q4 2016 and held it in 5 quarters. The position peaked at $103K in Q1 2018. 369 funds tracked by Wall St. Rank hold AIZ as of Q2 2018.

IHT Wealth Management reported no remaining Assurant position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,170 Assurant shares in Q2 2018, an estimated $103K.
IHT Wealth Management first reported a position in Assurant in Q4 2016 and held it in 5 quarters.
IHT Wealth Management's Assurant position peaked at $103K in Q1 2018.
369 funds tracked by Wall St. Rank held Assurant as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.