SII Investments’s Assurant AIZ Stock Holding History

SII Investments’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 Q4	–	Sell	-5,400	Closed	-$517K	–	408
2017 Q3	$517K	Buy	+5,400	New	+$539K	0.03%	348

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SII Investments's AIZ Position: Q4 2017 in Review

SII Investments sold out of Assurant (AIZ) in Q4 2017, closing a stake of 5,400 shares — an estimated $517K sold.

SII Investments first reported a position in AIZ in Q3 2017 and held it in 1 quarter. The position peaked at $517K in Q3 2017. 374 funds tracked by Wall St. Rank hold AIZ as of Q4 2017.

SII Investments reported no remaining Assurant position as of Q4 2017 after selling out during the quarter.
SII Investments sold 5,400 Assurant shares in Q4 2017, an estimated $517K.
SII Investments first reported a position in Assurant in Q3 2017 and held it in 1 quarter.
SII Investments's Assurant position peaked at $517K in Q3 2017.
374 funds tracked by Wall St. Rank held Assurant as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.