Wealthfront’s Assurant AIZ Stock Holding History

Wealthfront’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 Q3	$767K	Buy	7,105 +11	+0.2%	+$1.17K	0.01%	316
2018 Q2	$734K	Buy	7,094 +1,234	+21%	+$116K	0.01%	314
2018 Q1	$536K	Buy	+5,860	New	+$536K	0.01%	373
2015 Q4	–	Sell	-932	Closed	-$74K	–	319
2015 Q3	$74K	Buy	932 +520	+126%	+$38.8K	﹤0.01%	454
2015 Q2	$28K	Buy	412 +49	+13%	+$3.16K	﹤0.01%	568
2015 Q1	$22K	Sell	363 -775	-68%	-$49.1K	﹤0.01%	540
2014 Q4	$78K	Buy	1,138 +203	+22%	+$13.5K	﹤0.01%	396
2014 Q3	$60K	Buy	935 +202	+28%	+$13.2K	﹤0.01%	375
2014 Q2	$48K	Buy	733 +146	+25%	+$9.76K	﹤0.01%	374
2014 Q1	$39K	Buy	+587	New	+$38.5K	﹤0.01%	317

Other funds holding AIZ

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wealthfront's AIZ Position: Q3 2018 in Review

Wealthfront increased its Assurant (AIZ) stake by 0.16% in Q3 2018, buying an estimated $1.17K and bringing the position to 7,105 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #316.

Wealthfront first reported a position in AIZ in Q1 2014 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold AIZ as of Q3 2018.

Wealthfront held 7,105 shares of Assurant worth $767K as of Q3 2018.
Wealthfront bought 11 Assurant shares in Q3 2018, an estimated $1.17K.
Assurant made up 0.01% of Wealthfront's portfolio in Q3 2018, its #316 holding.
Wealthfront first reported a position in Assurant in Q1 2014 and has held it in 10 quarters since.
373 funds tracked by Wall St. Rank held Assurant as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.