PMFA
ZVO

Plante Moran Financial Advisors’s Zovio Inc. Common Stock ZVO Stock Holding History

Plante Moran Financial Advisors’s Portfolio ZVO Stock Details ZVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-378
Closed -$6K – 864
2014
Q1 		$6K Hold
378
– – 0.01% 457
2013
Q4 		$7K Hold
378
– – ﹤0.01% 509
2013
Q3 		$7K Hold
378
– – ﹤0.01% 451
2013
Q2 		$5K Buy
+378
New +$4.32K ﹤0.01% 445

Other funds holding ZVO

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Plante Moran Financial Advisors's ZVO Position: Q2 2014 in Review

Plante Moran Financial Advisors sold out of Zovio Inc. Common Stock (ZVO) in Q2 2014, closing a stake of 378 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in ZVO in Q2 2013 and held it in 4 quarters. The position peaked at $7K in Q4 2013. 94 funds tracked by Wall St. Rank hold ZVO as of Q2 2014.

  • Plante Moran Financial Advisors reported no remaining Zovio Inc. Common Stock position as of Q2 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 378 Zovio Inc. Common Stock shares in Q2 2014, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Zovio Inc. Common Stock in Q2 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Zovio Inc. Common Stock position peaked at $7K in Q4 2013.
  • 94 funds tracked by Wall St. Rank held Zovio Inc. Common Stock as of Q2 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.