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Smith & Howard Wealth Management’s Assurant AIZ Stock Holding History

Smith & Howard Wealth Management’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
Q3 		– Sell
-1,995
Closed -$207K – 48
2017
Q2 		$207K Buy
+1,995
New +$199K 0.1% 58

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Smith & Howard Wealth Management's AIZ Position: Q3 2017 in Review

Smith & Howard Wealth Management sold out of Assurant (AIZ) in Q3 2017, closing a stake of 1,995 shares — an estimated $207K sold.

Smith & Howard Wealth Management first reported a position in AIZ in Q2 2017 and held it in 1 quarter. The position peaked at $207K in Q2 2017. 374 funds tracked by Wall St. Rank hold AIZ as of Q3 2017.

  • Smith & Howard Wealth Management reported no remaining Assurant position as of Q3 2017 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,995 Assurant shares in Q3 2017, an estimated $207K.
  • Smith & Howard Wealth Management first reported a position in Assurant in Q2 2017 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Assurant position peaked at $207K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Assurant as of Q3 2017.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2017, filed 15 Nov 2017.