Forvis Mazars Wealth Advisors
DFZ

Forvis Mazars Wealth Advisors’s BARRY (R.G.) CORPORATION DFZ Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio DFZ Stock Details DFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,256
Closed -$345K – 160
2014
Q1 		$345K Buy
18,256
+94
+0.5% +$1.75K 0.06% 120
2013
Q4 		$351K Buy
+18,162
New +$347K 0.07% 118

Other funds holding DFZ

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mill Road Capital Management
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Pacifica Capital Investments
Pacifica Capital Investments Leander, Texas $282M AUM 5.46% 1-Year Est. Return
GLG Partners
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Longfellow Investment Management
Longfellow Investment Management Boston, Massachusetts $489M AUM 9.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFZ Position: Q2 2014 in Review

Forvis Mazars Wealth Advisors sold out of BARRY (R.G.) CORPORATION (DFZ) in Q2 2014, closing a stake of 18,256 shares — an estimated $345K sold.

Forvis Mazars Wealth Advisors first reported a position in DFZ in Q4 2013 and held it in 2 quarters. The position peaked at $351K in Q4 2013. 62 funds tracked by Wall St. Rank hold DFZ as of Q2 2014.

  • Forvis Mazars Wealth Advisors reported no remaining BARRY (R.G.) CORPORATION position as of Q2 2014 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 18,256 BARRY (R.G.) CORPORATION shares in Q2 2014, an estimated $345K.
  • Forvis Mazars Wealth Advisors first reported a position in BARRY (R.G.) CORPORATION in Q4 2013 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's BARRY (R.G.) CORPORATION position peaked at $351K in Q4 2013.
  • 62 funds tracked by Wall St. Rank held BARRY (R.G.) CORPORATION as of Q2 2014.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2014, filed 11 Jul 2014.