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ZWJ Investment Counsel’s Assurant AIZ Stock Holding History

ZWJ 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
2018
Q1 		– Sell
-2,825
Closed -$285K – 159
2017
Q4 		$285K Sell
2,825
-100
-3% -$9.88K 0.02% 234
2017
Q3 		$279K Hold
2,925
– – 0.02% 230
2017
Q2 		$303K Sell
2,925
-150
-5% -$14.9K 0.02% 233
2017
Q1 		$294K Buy
+3,075
New +$297K 0.02% 252

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ZWJ Investment Counsel's AIZ Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Assurant (AIZ) in Q1 2018, closing a stake of 2,825 shares — an estimated $285K sold.

ZWJ Investment Counsel first reported a position in AIZ in Q1 2017 and held it in 4 quarters. The position peaked at $303K in Q2 2017. 388 funds tracked by Wall St. Rank hold AIZ as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Assurant position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 2,825 Assurant shares in Q1 2018, an estimated $285K.
  • ZWJ Investment Counsel first reported a position in Assurant in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Assurant position peaked at $303K in Q2 2017.
  • 388 funds tracked by Wall St. Rank held Assurant as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.