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Signature Wealth Management Group’s Assurant AIZ Stock Holding History

Signature Wealth Management 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
2018
Q1 		– Sell
-14
Closed -$1K – 328
2017
Q4 		$1K Buy
+14
New +$1.38K ﹤0.01% 327

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Signature Wealth Management Group's AIZ Position: Q1 2018 in Review

Signature Wealth Management Group sold out of Assurant (AIZ) in Q1 2018, closing a stake of 14 shares — an estimated $1K sold.

Signature Wealth Management Group first reported a position in AIZ in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

  • Signature Wealth Management Group reported no remaining Assurant position as of Q1 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 14 Assurant shares in Q1 2018, an estimated $1K.
  • Signature Wealth Management Group first reported a position in Assurant in Q4 2017 and held it in 1 quarter.
  • Signature Wealth Management Group's Assurant position peaked at $1K in Q4 2017.
  • 388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.