PAS
AIZ icon

Partnervest Advisory Services’s Assurant AIZ Stock Holding History

Partnervest Advisory Services’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
Q1 		– Sell
-936
Closed -$62K – 1024
2013
Q4 		$62K Buy
+936
New +$57.3K 0.03% 278

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Partnervest Advisory Services's AIZ Position: Q1 2014 in Review

Partnervest Advisory Services sold out of Assurant (AIZ) in Q1 2014, closing a stake of 936 shares — an estimated $62K sold.

Partnervest Advisory Services first reported a position in AIZ in Q4 2013 and held it in 1 quarter. The position peaked at $62K in Q4 2013. 332 funds tracked by Wall St. Rank hold AIZ as of Q1 2014.

  • Partnervest Advisory Services reported no remaining Assurant position as of Q1 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 936 Assurant shares in Q1 2014, an estimated $62K.
  • Partnervest Advisory Services first reported a position in Assurant in Q4 2013 and held it in 1 quarter.
  • Partnervest Advisory Services's Assurant position peaked at $62K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Assurant as of Q1 2014.

Based on Partnervest Advisory Services's 13F filing for Q1 2014, filed 12 May 2014.