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Washington Trust Bank’s Assurant AIZ Stock Holding History

Washington Trust Bank’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
2019
Q1 		– Sell
-11
Closed -$1K – 576
2018
Q4 		$1K Buy
+11
New +$1.08K ﹤0.01% 579
2017
Q1 		– Sell
-7
Closed -$1K – 686
2016
Q4 		$1K Hold
7
– – ﹤0.01% 720
2016
Q3 		$1K Buy
+7
New +$612 ﹤0.01% 802

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECM
Element Capital Management New York $1.05B AUM 5.05% 1-Year Est. Return

Washington Trust Bank's AIZ Position: Q1 2019 in Review

Washington Trust Bank sold out of Assurant (AIZ) in Q1 2019, closing a stake of 11 shares — an estimated $1K sold.

Washington Trust Bank first reported a position in AIZ in Q3 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 392 funds tracked by Wall St. Rank hold AIZ as of Q1 2019.

  • Washington Trust Bank reported no remaining Assurant position as of Q1 2019 after selling out during the quarter.
  • Washington Trust Bank sold 11 Assurant shares in Q1 2019, an estimated $1K.
  • Washington Trust Bank first reported a position in Assurant in Q3 2016 and held it in 3 quarters.
  • Washington Trust Bank's Assurant position peaked at $1K in Q4 2018.
  • 392 funds tracked by Wall St. Rank held Assurant as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.