TSWM
AIZ icon

Triangle Securities Wealth Management’s Assurant AIZ Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-500
Closed -$25K – 127
2013
Q2 		$25K Buy
+500
New +$24.3K 0.02% 347

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Triangle Securities Wealth Management's AIZ Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Assurant (AIZ) in Q3 2013, closing a stake of 500 shares — an estimated $25K sold.

Triangle Securities Wealth Management first reported a position in AIZ in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 298 funds tracked by Wall St. Rank hold AIZ as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Assurant position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 500 Assurant shares in Q3 2013, an estimated $25K.
  • Triangle Securities Wealth Management first reported a position in Assurant in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Assurant position peaked at $25K in Q2 2013.
  • 298 funds tracked by Wall St. Rank held Assurant as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.