AG
PVTB

Aperio Group’s PrivateBancorp Inc PVTB Stock Holding History

Aperio Group’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-25,302
Closed -$1.5M – 2240
2017
Q1 		$1.5M Buy
25,302
+989
+4% +$55.4K 0.01% 975
2016
Q4 		$1.32M Buy
24,313
+260
+1% +$12.5K 0.01% 994
2016
Q3 		$1.1M Buy
24,053
+2,376
+11% +$107K 0.01% 1062
2016
Q2 		$954K Sell
21,677
-1,429
-6% -$58.2K 0.01% 1098
2016
Q1 		$892K Buy
23,106
+2,976
+15% +$109K 0.01% 1092
2015
Q4 		$826K Buy
20,130
+2,704
+16% +$113K 0.01% 1098
2015
Q3 		$668K Buy
17,426
+634
+4% +$25K 0.01% 1153
2015
Q2 		$669K Buy
16,792
+1,880
+13% +$71.8K 0.01% 1171
2015
Q1 		$524K Buy
14,912
+2,806
+23% +$94.8K 0.01% 1249
2014
Q4 		$404K Buy
12,106
+2,024
+20% +$63.3K 0.01% 1347
2014
Q3 		$302K Buy
10,082
+334
+3% +$9.82K ﹤0.01% 1389
2014
Q2 		$283K Buy
9,748
+49
+0.5% +$1.39K ﹤0.01% 1426
2014
Q1 		$296K Buy
+9,699
New +$281K ﹤0.01% 1635
2013
Q4 		– Sell
-9,695
Closed -$250K – 1594
2013
Q3 		$207K Buy
+9,695
New +$222K ﹤0.01% 1627

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Aperio Group's PVTB Position: Q2 2017 in Review

Aperio Group sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 25,302 shares — an estimated $1.5M sold.

Aperio Group first reported a position in PVTB in Q3 2013 and held it in 14 quarters. The position peaked at $1.5M in Q1 2017. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • Aperio Group reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Aperio Group sold 25,302 PrivateBancorp Inc shares in Q2 2017, an estimated $1.5M.
  • Aperio Group first reported a position in PrivateBancorp Inc in Q3 2013 and held it in 14 quarters.
  • Aperio Group's PrivateBancorp Inc position peaked at $1.5M in Q1 2017.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Aperio Group's 13F filing for Q2 2017, filed 19 Jul 2017.