RWA
PZN

Ropes Wealth Advisors’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Ropes Wealth Advisors’s Portfolio PZN Stock Details PZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,158
Closed -$31K – 595
2017
Q1 		$31K Buy
+3,158
New +$32.1K 0.01% 372

Other funds holding PZN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ropes Wealth Advisors's PZN Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Pzena Investment Management, Inc. Class A (PZN) in Q2 2017, closing a stake of 3,158 shares — an estimated $31K sold.

Ropes Wealth Advisors first reported a position in PZN in Q1 2017 and held it in 1 quarter. The position peaked at $31K in Q1 2017. 66 funds tracked by Wall St. Rank hold PZN as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Pzena Investment Management, Inc. Class A position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 3,158 Pzena Investment Management, Inc. Class A shares in Q2 2017, an estimated $31K.
  • Ropes Wealth Advisors first reported a position in Pzena Investment Management, Inc. Class A in Q1 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's Pzena Investment Management, Inc. Class A position peaked at $31K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.