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Independent Portfolio Consultants’s Assurant AIZ Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-880
Closed -$84K – 785
2017
Q1 		$84K Sell
880
-360
-29% -$34.8K 0.03% 482
2016
Q4 		$115K Sell
1,240
-175
-12% -$15.3K 0.04% 420
2016
Q3 		$131K Sell
1,415
-55
-4% -$4.81K 0.04% 409
2016
Q2 		$127K Buy
1,470
+555
+61% +$46.6K 0.04% 411
2016
Q1 		$71K Buy
+915
New +$69.5K 0.02% 521

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's AIZ Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Assurant (AIZ) in Q2 2017, closing a stake of 880 shares — an estimated $84K sold.

Independent Portfolio Consultants first reported a position in AIZ in Q1 2016 and held it in 5 quarters. The position peaked at $131K in Q3 2016. 359 funds tracked by Wall St. Rank hold AIZ as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Assurant position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 880 Assurant shares in Q2 2017, an estimated $84K.
  • Independent Portfolio Consultants first reported a position in Assurant in Q1 2016 and held it in 5 quarters.
  • Independent Portfolio Consultants's Assurant position peaked at $131K in Q3 2016.
  • 359 funds tracked by Wall St. Rank held Assurant as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.