One Wealth Advisors’s Assurant AIZ Stock Holding History

One 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
2018 Q2	–	Sell	-4,470	Closed	-$409K	–	550
2018 Q1	$409K	Sell	4,470 -3,651	-45%	-$334K	0.36%	37
2017 Q4	$819K	Buy	+8,121	New	+$803K	0.67%	15

Other funds holding AIZ

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

One Wealth Advisors's AIZ Position: Q2 2018 in Review

One Wealth Advisors sold out of Assurant (AIZ) in Q2 2018, closing a stake of 4,470 shares — an estimated $409K sold.

One Wealth Advisors first reported a position in AIZ in Q4 2017 and held it in 2 quarters. The position peaked at $819K in Q4 2017. 369 funds tracked by Wall St. Rank hold AIZ as of Q2 2018.

One Wealth Advisors reported no remaining Assurant position as of Q2 2018 after selling out during the quarter.
One Wealth Advisors sold 4,470 Assurant shares in Q2 2018, an estimated $409K.
One Wealth Advisors first reported a position in Assurant in Q4 2017 and held it in 2 quarters.
One Wealth Advisors's Assurant position peaked at $819K in Q4 2017.
369 funds tracked by Wall St. Rank held Assurant as of Q2 2018.

Based on One Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.