OFG
PVTB

OTA Financial Group’s PrivateBancorp Inc PVTB Stock Holding History

OTA Financial Group’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-68,736
Closed -$4.08M – 56
2017
Q1 		$4.08M Buy
+68,736
New +$3.85M 2.56% 6
2016
Q3 		– Sell
-33,935
Closed -$1.49M – 88
2016
Q2 		$1.49M Buy
+33,935
New +$1.38M 1.14% 17

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM