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Index Management Solutions’s Assurant AIZ Stock Holding History

Index Management Solutions’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 		– Sell
-1,016
Closed -$70K – 762
2014
Q4 		$70K Sell
1,016
-4,295
-81% -$286K 0.01% 309
2014
Q3 		$341K Buy
5,311
+411
+8% +$26.9K 0.04% 411
2014
Q2 		$321K Buy
4,900
+2,753
+128% +$184K 0.04% 410
2014
Q1 		$139K Buy
2,147
+581
+37% +$38.1K 0.02% 344
2013
Q4 		$104K Buy
1,566
+250
+19% +$15.3K 0.03% 182
2013
Q3 		$71K Buy
+1,316
New +$71.2K 0.02% 295

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Index Management Solutions's AIZ Position: Q1 2015 in Review

Index Management Solutions sold out of Assurant (AIZ) in Q1 2015, closing a stake of 1,016 shares — an estimated $70K sold.

Index Management Solutions first reported a position in AIZ in Q3 2013 and held it in 6 quarters. The position peaked at $341K in Q3 2014. 313 funds tracked by Wall St. Rank hold AIZ as of Q1 2015.

  • Index Management Solutions reported no remaining Assurant position as of Q1 2015 after selling out during the quarter.
  • Index Management Solutions sold 1,016 Assurant shares in Q1 2015, an estimated $70K.
  • Index Management Solutions first reported a position in Assurant in Q3 2013 and held it in 6 quarters.
  • Index Management Solutions's Assurant position peaked at $341K in Q3 2014.
  • 313 funds tracked by Wall St. Rank held Assurant as of Q1 2015.

Based on Index Management Solutions's 13F filing for Q1 2015, filed 15 May 2015.