MUMSS
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Mitsubishi UFJ Morgan Stanley Securities’s Assurant AIZ Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q4 		$20K Hold
290
– – 0.04% 135
2014
Q3 		$19K Buy
+290
New +$19K 0.05% 135
2014
Q2 		– Sell
-160
Closed -$10K – 236
2014
Q1 		$10K Buy
+160
New +$10.5K 0.03% 199

Other funds holding AIZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's AIZ Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities held its Assurant (AIZ) position steady in Q4 2014 at 290 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #135.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in AIZ in Q1 2014 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold AIZ as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities held 290 shares of Assurant worth $20K as of Q4 2014.
  • Mitsubishi UFJ Morgan Stanley Securities left its Assurant share count unchanged in Q4 2014.
  • Assurant made up 0.04% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #135 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in Assurant in Q1 2014 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Assurant as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.