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Buckingham Strategic Wealth’s Ezcorp Inc EZPW Stock Holding History

Buckingham Strategic Wealth’s Portfolio EZPW Stock Details EZPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-20,657
Closed -$127K – 214
2015
Q3 		$127K Buy
20,657
+657
+3% +$4.16K 0.04% 201
2015
Q2 		$149K Hold
20,000
– – 0.05% 215
2015
Q1 		$183K Hold
20,000
– – 0.07% 208
2014
Q4 		$235K Hold
20,000
– – 0.09% 171
2014
Q3 		$198K Buy
+20,000
New +$207K 0.08% 170

Other funds holding EZPW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Strategic Wealth's EZPW Position: Q4 2015 in Review

Buckingham Strategic Wealth sold out of Ezcorp Inc (EZPW) in Q4 2015, closing a stake of 20,657 shares — an estimated $127K sold.

Buckingham Strategic Wealth first reported a position in EZPW in Q3 2014 and held it in 5 quarters. The position peaked at $235K in Q4 2014. 147 funds tracked by Wall St. Rank hold EZPW as of Q4 2015.

  • Buckingham Strategic Wealth reported no remaining Ezcorp Inc position as of Q4 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 20,657 Ezcorp Inc shares in Q4 2015, an estimated $127K.
  • Buckingham Strategic Wealth first reported a position in Ezcorp Inc in Q3 2014 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Ezcorp Inc position peaked at $235K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Ezcorp Inc as of Q4 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2015, filed 5 Feb 2016.