Kovitz Investment Group Partners
ARDC

Kovitz Investment Group Partners’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Kovitz Investment Group Partners’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
2017
Q3 		$1.12M Sell
2017
Q2 		$5.25M Hold
2017
Q1 		$5.14M Buy
2016
Q4 		– Sell
2016
Q3 		$4.85M Sell
2016
Q2 		$4.53M Sell
2016
Q1 		$4.5M Buy