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Woodmont Investment Counsel’s Assurant AIZ Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-35
Closed -$3K – 197
2016
Q3 		$3K Buy
+35
New +$3.06K ﹤0.01% 595

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Woodmont Investment Counsel's AIZ Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Assurant (AIZ) in Q4 2016, closing a stake of 35 shares — an estimated $3K sold.

Woodmont Investment Counsel first reported a position in AIZ in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 346 funds tracked by Wall St. Rank hold AIZ as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Assurant position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 35 Assurant shares in Q4 2016, an estimated $3K.
  • Woodmont Investment Counsel first reported a position in Assurant in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Assurant position peaked at $3K in Q3 2016.
  • 346 funds tracked by Wall St. Rank held Assurant as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.