LWA
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Lenox Wealth Advisors’s Assurant AIZ Stock Holding History

Lenox Wealth Advisors’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 		– Sell
-50
Closed -$4K – 250
2015
Q4 		$4K Hold
50
– – ﹤0.01% 235
2015
Q3 		$4K Buy
+50
New +$3.73K ﹤0.01% 272
2015
Q2 		– Sell
-50
Closed -$3K – 294
2015
Q1 		$3K Hold
50
– – ﹤0.01% 272
2014
Q4 		$3K Buy
+50
New +$3.33K ﹤0.01% 278

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Lenox Wealth Advisors's AIZ Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of Assurant (AIZ) in Q1 2016, closing a stake of 50 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in AIZ in Q4 2014 and held it in 4 quarters. The position peaked at $4K in Q4 2015. 347 funds tracked by Wall St. Rank hold AIZ as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining Assurant position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 50 Assurant shares in Q1 2016, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Assurant in Q4 2014 and held it in 4 quarters.
  • Lenox Wealth Advisors's Assurant position peaked at $4K in Q4 2015.
  • 347 funds tracked by Wall St. Rank held Assurant as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.