Moody Lynn & Lieberson’s Assurant AIZ Stock Holding History

Moody Lynn & Lieberson’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	-5,002	Closed	-$403K	–	159
2015 Q4	$403K	Buy	+5,002	New	+$412K	0.06%	135

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 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

Moody Lynn & Lieberson's AIZ Position: Q1 2016 in Review

Moody Lynn & Lieberson sold out of Assurant (AIZ) in Q1 2016, closing a stake of 5,002 shares — an estimated $403K sold.

Moody Lynn & Lieberson first reported a position in AIZ in Q4 2015 and held it in 1 quarter. The position peaked at $403K in Q4 2015. 347 funds tracked by Wall St. Rank hold AIZ as of Q1 2016.

Moody Lynn & Lieberson reported no remaining Assurant position as of Q1 2016 after selling out during the quarter.
Moody Lynn & Lieberson sold 5,002 Assurant shares in Q1 2016, an estimated $403K.
Moody Lynn & Lieberson first reported a position in Assurant in Q4 2015 and held it in 1 quarter.
Moody Lynn & Lieberson's Assurant position peaked at $403K in Q4 2015.
347 funds tracked by Wall St. Rank held Assurant as of Q1 2016.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2016, filed 2 May 2016.