EWM
ZVO

Edge Wealth Management’s Zovio Inc. Common Stock ZVO Stock Holding History

Edge Wealth Management’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
2014
Q2 		– Sell
-792
Closed -$12K – 431
2014
Q1 		$12K Hold
792
– – 0.01% 282
2013
Q4 		$14K Buy
+792
New +$14.3K 0.01% 247

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Edge Wealth Management's ZVO Position: Q2 2014 in Review

Edge Wealth Management sold out of Zovio Inc. Common Stock (ZVO) in Q2 2014, closing a stake of 792 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in ZVO in Q4 2013 and held it in 2 quarters. The position peaked at $14K in Q4 2013. 94 funds tracked by Wall St. Rank hold ZVO as of Q2 2014.

  • Edge Wealth Management reported no remaining Zovio Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • Edge Wealth Management sold 792 Zovio Inc. Common Stock shares in Q2 2014, an estimated $12K.
  • Edge Wealth Management first reported a position in Zovio Inc. Common Stock in Q4 2013 and held it in 2 quarters.
  • Edge Wealth Management's Zovio Inc. Common Stock position peaked at $14K in Q4 2013.
  • 94 funds tracked by Wall St. Rank held Zovio Inc. Common Stock as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.