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Proficio Capital Partners’s Assurant AIZ Stock Holding History

Proficio Capital 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
2019
Q3 		– Sell
-119
Closed -$13K – 172
2019
Q2 		$13K Buy
119
+94
+376% +$9.29K ﹤0.01% 840
2019
Q1 		$2K Buy
+25
New +$2.42K ﹤0.01% 1326
2018
Q1 		– Sell
-194
Closed -$20K – 1277
2017
Q4 		$20K Hold
194
– – 0.01% 574
2017
Q3 		$19K Buy
+194
New +$19.4K 0.01% 604
2016
Q1 		– Sell
-23
Closed -$2K – 1041
2015
Q4 		$2K Buy
+23
New +$1.9K ﹤0.01% 623

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Proficio Capital Partners's AIZ Position: Q3 2019 in Review

Proficio Capital Partners sold out of Assurant (AIZ) in Q3 2019, closing a stake of 119 shares — an estimated $13K sold.

Proficio Capital Partners first reported a position in AIZ in Q4 2015 and held it in 5 quarters. The position peaked at $20K in Q4 2017. 382 funds tracked by Wall St. Rank hold AIZ as of Q3 2019.

  • Proficio Capital Partners reported no remaining Assurant position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 119 Assurant shares in Q3 2019, an estimated $13K.
  • Proficio Capital Partners first reported a position in Assurant in Q4 2015 and held it in 5 quarters.
  • Proficio Capital Partners's Assurant position peaked at $20K in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Assurant as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.