LWM
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Lenox Wealth Management’s Assurant AIZ Stock Holding History

Lenox 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
-497
Closed -$45K – 576
2018
Q1 		$45K Buy
497
+157
+46% +$14.3K 0.01% 224
2017
Q4 		$34K Sell
340
-165
-33% -$16.3K 0.01% 256
2017
Q3 		$48K Buy
505
+187
+59% +$18.7K 0.02% 229
2017
Q2 		$33K Buy
+318
New +$31.7K 0.01% 243

Other funds holding AIZ

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Management sold out of Assurant (AIZ) in Q2 2018, closing a stake of 497 shares — an estimated $45K sold.

Lenox Wealth Management first reported a position in AIZ in Q2 2017 and held it in 4 quarters. The position peaked at $48K in Q3 2017. 369 funds tracked by Wall St. Rank hold AIZ as of Q2 2018.

  • Lenox Wealth Management reported no remaining Assurant position as of Q2 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 497 Assurant shares in Q2 2018, an estimated $45K.
  • Lenox Wealth Management first reported a position in Assurant in Q2 2017 and held it in 4 quarters.
  • Lenox Wealth Management's Assurant position peaked at $48K in Q3 2017.
  • 369 funds tracked by Wall St. Rank held Assurant as of Q2 2018.

Based on Lenox Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.