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WESPAC Advisors’s Assurant AIZ Stock Holding History

WESPAC Advisors’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
-5,312
Closed -$507K – 120
2017
Q3 		$507K Sell
5,312
-21
-0.4% -$2.1K 0.33% 91
2017
Q2 		$553K Buy
5,333
+1,548
+41% +$154K 0.38% 81
2017
Q1 		$362K Buy
+3,785
New +$366K 0.42% 82

Other funds holding AIZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
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

WESPAC Advisors's AIZ Position: Q4 2017 in Review

WESPAC Advisors sold out of Assurant (AIZ) in Q4 2017, closing a stake of 5,312 shares — an estimated $507K sold.

WESPAC Advisors first reported a position in AIZ in Q1 2017 and held it in 3 quarters. The position peaked at $553K in Q2 2017. 374 funds tracked by Wall St. Rank hold AIZ as of Q4 2017.

  • WESPAC Advisors reported no remaining Assurant position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors sold 5,312 Assurant shares in Q4 2017, an estimated $507K.
  • WESPAC Advisors first reported a position in Assurant in Q1 2017 and held it in 3 quarters.
  • WESPAC Advisors's Assurant position peaked at $553K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Assurant as of Q4 2017.

Based on WESPAC Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.