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Robert N. Shapiro’s Assurant AIZ Stock Holding History

Robert N. Shapiro’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
Q4 		$33K Sell
479
-1,182
-71% -$78.7K 0.01% 520
2014
Q3 		$106K Buy
1,661
+236
+17% +$15.4K 0.02% 367
2014
Q2 		$93K Hold
1,425
– – 0.02% 381
2014
Q1 		$93K Buy
1,425
+1,125
+375% +$73.7K 0.02% 386
2013
Q4 		$20K Buy
+300
New +$18.4K ﹤0.01% 585

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Robert N. Shapiro's AIZ Position: Q4 2014 in Review

Robert N. Shapiro reduced its Assurant (AIZ) stake by 71% in Q4 2014, selling an estimated $78.7K and leaving 479 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #520.

Robert N. Shapiro first reported a position in AIZ in Q4 2013 and has held it in 5 quarters since. The position peaked at $106K in Q3 2014. 348 funds tracked by Wall St. Rank hold AIZ as of Q4 2014.

  • Robert N. Shapiro held 479 shares of Assurant worth $33K as of Q4 2014.
  • Robert N. Shapiro sold 1,182 Assurant shares in Q4 2014, an estimated $78.7K.
  • Assurant made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #520 holding.
  • Robert N. Shapiro first reported a position in Assurant in Q4 2013 and has held it in 5 quarters since.
  • Robert N. Shapiro's Assurant position peaked at $106K in Q3 2014.
  • 348 funds tracked by Wall St. Rank held Assurant as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.