GA
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Geneva Advisors’s Piper Sandler PIPR Stock Holding History

Geneva Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-19,844
Closed -$216K – 677
2015
Q2 		$216K Sell
19,844
-6,000
-23% -$74.9K ﹤0.01% 595
2015
Q1 		$339K Sell
25,844
-9,440
-27% -$128K 0.01% 490
2014
Q4 		$512K Sell
35,284
-400
-1% -$5.49K 0.01% 404
2014
Q3 		$466K Sell
35,684
-3,604
-9% -$48.1K 0.01% 434
2014
Q2 		$508K Sell
39,288
-700
-2% -$7.88K 0.01% 434
2014
Q1 		$458K Hold
39,988
– – 0.01% 410
2013
Q4 		$395K Sell
39,988
-4,300
-10% -$39.2K 0.01% 365
2013
Q3 		$380K Sell
44,288
-572
-1% -$4.82K 0.01% 371
2013
Q2 		$355K Buy
+44,860
New +$377K 0.01% 320

Other funds holding PIPR

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return