Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Kovitz Investment Group Partners’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,635
Closed -$210K – 406
2020
Q2 		$210K Buy
+9,635
New +$198K 0.01% 367

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LPL Financial
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FEG
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Goldman Sachs
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's DEEP Position: Q3 2020 in Review

Kovitz Investment Group Partners sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q3 2020, closing a stake of 9,635 shares — an estimated $210K sold.

Kovitz Investment Group Partners first reported a position in DEEP in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 17 funds tracked by Wall St. Rank hold DEEP as of Q3 2020.

  • Kovitz Investment Group Partners reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q3 2020 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,635 Acquirers Small and Micro Deep Value ETF shares in Q3 2020, an estimated $210K.
  • Kovitz Investment Group Partners first reported a position in Acquirers Small and Micro Deep Value ETF in Q2 2020 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Acquirers Small and Micro Deep Value ETF position peaked at $210K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q3 2020.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2020, filed 10 Nov 2020.