BRWA
ZVO

B. Riley Wealth Advisors’s Zovio Inc. Common Stock ZVO Stock Holding History

B. Riley Wealth Advisors’s Portfolio ZVO Stock Details ZVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,000
Closed -$57 – 2148
2014
Q4 		$57 Buy
+5,000
New +$56.9K ﹤0.01% 2022
2014
Q3 		– Sell
-5,000
Closed -$66.4K – 2025
2014
Q2 		$66.4K Hold
5,000
– – 0.02% 898
2014
Q1 		$74K Buy
+5,000
New +$86.3K 0.02% 684

Other funds holding ZVO

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

B. Riley Wealth Advisors's ZVO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Zovio Inc. Common Stock (ZVO) in Q1 2015, closing a stake of 5,000 shares — an estimated $57 sold.

B. Riley Wealth Advisors first reported a position in ZVO in Q1 2014 and held it in 3 quarters. The position peaked at $74K in Q1 2014. 84 funds tracked by Wall St. Rank hold ZVO as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Zovio Inc. Common Stock position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,000 Zovio Inc. Common Stock shares in Q1 2015, an estimated $57.
  • B. Riley Wealth Advisors first reported a position in Zovio Inc. Common Stock in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Zovio Inc. Common Stock position peaked at $74K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held Zovio Inc. Common Stock as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.