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

Kovitz Investment Group’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
2015 Q4	$1.56M	Buy	+117,055	New	+$1.62M	0.1%	62

Other funds holding ARDC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kovitz Investment Group's ARDC Position: Q4 2015 in Review

Kovitz Investment Group opened a new position in Are Dynamic Credit Allocation Fund (ARDC) in Q4 2015: 117,055 shares worth $1.56M. The stake represents 0.1% of the portfolio and ranks #62 among its holdings.

47 funds tracked by Wall St. Rank hold ARDC as of Q4 2015.

Kovitz Investment Group held 117,055 shares of Are Dynamic Credit Allocation Fund worth $1.56M as of Q4 2015.
Are Dynamic Credit Allocation Fund was a new Kovitz Investment Group position in Q4 2015.
Are Dynamic Credit Allocation Fund made up 0.1% of Kovitz Investment Group's portfolio in Q4 2015, its #62 holding.
47 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.