WFG Advisors’s Assurant AIZ Stock Holding History

WFG 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 Q2	$1K	Hold	11	–	–	﹤0.01%	1457
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	1378
2016 Q4	$1K	Hold	11	–	–	﹤0.01%	1454
2016 Q3	$1K	Sell	11 -18	-62%	-$1.57K	﹤0.01%	1443
2016 Q2	$3K	Hold	29	–	–	﹤0.01%	1306
2016 Q1	$2K	Buy	29 +7	+32%	+$531	﹤0.01%	1321
2015 Q4	$2K	Buy	22 +11	+100%	+$907	﹤0.01%	1347
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	1468
2015 Q2	$1K	Hold	11	–	–	﹤0.01%	1544
2015 Q1	$1K	Hold	11	–	–	﹤0.01%	1608
2014 Q4	$1K	Hold	11	–	–	﹤0.01%	1931
2014 Q3	$1K	Hold	11	–	–	﹤0.01%	1945
2014 Q2	$1K	Hold	11	–	–	﹤0.01%	1879
2014 Q1	$1K	Sell	11 -5,939	-100%	-$389K	﹤0.01%	1864
2013 Q4	$395K	Buy	5,950 +5,939	+53,991%	+$363K	0.06%	357
2013 Q3	$1K	Hold	11	–	–	﹤0.01%	2005
2013 Q2	$1K	Buy	+11	New	+$534	﹤0.01%	1921

Other funds holding AIZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's AIZ Position: Q2 2017 in Review

WFG Advisors held its Assurant (AIZ) position steady in Q2 2017 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

WFG Advisors first reported a position in AIZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $395K in Q4 2013. 359 funds tracked by Wall St. Rank hold AIZ as of Q2 2017.

WFG Advisors held 11 shares of Assurant worth $1K as of Q2 2017.
WFG Advisors left its Assurant share count unchanged in Q2 2017.
Assurant made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1457 holding.
WFG Advisors first reported a position in Assurant in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Assurant position peaked at $395K in Q4 2013.
359 funds tracked by Wall St. Rank held Assurant as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.