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Polaris Wealth Advisory Group’s Assurant AIZ Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		– Sell
-34,121
Closed -$2.24M – 68
2014
Q2 		$2.24M Buy
34,121
+1,698
+5% +$113K 0.5% 44
2014
Q1 		$2.11M Buy
32,423
+4,992
+18% +$327K 0.49% 39
2013
Q4 		$1.82M Buy
27,431
+3,571
+15% +$218K 0.45% 33
2013
Q3 		$1.29M Buy
23,860
+8,510
+55% +$460K 0.4% 37
2013
Q2 		$781K Buy
+15,350
New +$745K 0.31% 34

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
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

Polaris Wealth Advisory Group's AIZ Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of Assurant (AIZ) in Q3 2014, closing a stake of 34,121 shares — an estimated $2.24M sold.

Polaris Wealth Advisory Group first reported a position in AIZ in Q2 2013 and held it in 5 quarters. The position peaked at $2.24M in Q2 2014. 325 funds tracked by Wall St. Rank hold AIZ as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining Assurant position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 34,121 Assurant shares in Q3 2014, an estimated $2.24M.
  • Polaris Wealth Advisory Group first reported a position in Assurant in Q2 2013 and held it in 5 quarters.
  • Polaris Wealth Advisory Group's Assurant position peaked at $2.24M in Q2 2014.
  • 325 funds tracked by Wall St. Rank held Assurant as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.