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Sheaff Brock Investment Advisors’s Assurant AIZ Stock Holding History

Sheaff Brock Investment 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
2017
Q1 		– Sell
-2,716
Closed -$252K – 600
2016
Q4 		$252K Sell
2,716
-465
-15% -$40.6K 0.03% 458
2016
Q3 		$293K Sell
3,181
-1,595
-33% -$139K 0.04% 362
2016
Q2 		$412K Sell
4,776
-2,150
-31% -$181K 0.05% 312
2016
Q1 		$534K Buy
6,926
+1,985
+40% +$151K 0.07% 282
2015
Q4 		$398K Buy
+4,941
New +$407K 0.05% 352

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sheaff Brock Investment Advisors's AIZ Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Assurant (AIZ) in Q1 2017, closing a stake of 2,716 shares — an estimated $252K sold.

Sheaff Brock Investment Advisors first reported a position in AIZ in Q4 2015 and held it in 5 quarters. The position peaked at $534K in Q1 2016. 343 funds tracked by Wall St. Rank hold AIZ as of Q1 2017.

  • Sheaff Brock Investment Advisors reported no remaining Assurant position as of Q1 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,716 Assurant shares in Q1 2017, an estimated $252K.
  • Sheaff Brock Investment Advisors first reported a position in Assurant in Q4 2015 and held it in 5 quarters.
  • Sheaff Brock Investment Advisors's Assurant position peaked at $534K in Q1 2016.
  • 343 funds tracked by Wall St. Rank held Assurant as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.