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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

OTA Financial Group's PVTB Position: Q2 2017 in Review

OTA Financial Group sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 68,736 shares — an estimated $4.08M sold.

OTA Financial Group first reported a position in PVTB in Q2 2016 and held it in 2 quarters. The position peaked at $4.08M in Q1 2017. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

OTA Financial Group reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
OTA Financial Group sold 68,736 PrivateBancorp Inc shares in Q2 2017, an estimated $4.08M.
OTA Financial Group first reported a position in PrivateBancorp Inc in Q2 2016 and held it in 2 quarters.
OTA Financial Group's PrivateBancorp Inc position peaked at $4.08M in Q1 2017.
2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on OTA Financial Group's 13F filing for Q2 2017, filed 14 Jul 2017.