MYCIO Wealth Partners’s Assurant AIZ Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-33	Closed	-$3K	–	233
2016 Q3	$3K	Buy	33 +1	+3%	+$87	﹤0.01%	707
2016 Q2	$3K	Hold	32	–	–	﹤0.01%	765
2016 Q1	$2K	Hold	32	–	–	﹤0.01%	688
2015 Q4	$3K	Hold	32	–	–	﹤0.01%	645
2015 Q3	$3K	Hold	32	–	–	﹤0.01%	704
2015 Q2	$2K	Hold	32	–	–	﹤0.01%	652
2015 Q1	$2K	Buy	32 +1	+3%	+$63	﹤0.01%	603
2014 Q4	$2K	Hold	31	–	–	﹤0.01%	576
2014 Q3	$2K	Hold	31	–	–	﹤0.01%	570
2014 Q2	$2K	Hold	31	–	–	﹤0.01%	580
2014 Q1	$2K	Hold	31	–	–	﹤0.01%	578
2013 Q4	$2K	Hold	31	–	–	﹤0.01%	545
2013 Q3	$2K	Hold	31	–	–	﹤0.01%	492
2013 Q2	$2K	Buy	+31	New	+$1.5K	﹤0.01%	505

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

MYCIO Wealth Partners's AIZ Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Assurant (AIZ) in Q4 2016, closing a stake of 33 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in AIZ in Q2 2013 and held it in 14 quarters. The position peaked at $3K in Q3 2016. 346 funds tracked by Wall St. Rank hold AIZ as of Q4 2016.

MYCIO Wealth Partners reported no remaining Assurant position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 33 Assurant shares in Q4 2016, an estimated $3K.
MYCIO Wealth Partners first reported a position in Assurant in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Assurant position peaked at $3K in Q3 2016.
346 funds tracked by Wall St. Rank held Assurant as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.