United Capital Financial Advisors’s Pzena Investment Management, Inc. Class A PZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-15,375
| Closed | -$137K | – | 1304 |
|
|
2015
Q3 | $137K | Hold |
15,375
| – | – | ﹤0.01% | 1192 |
|
|
2015
Q2 | $170K | Hold |
15,375
| – | – | ﹤0.01% | 1198 |
|
|
2015
Q1 | $141K | Hold |
15,375
| – | – | ﹤0.01% | 1202 |
|
|
2014
Q4 | $145K | Sell |
15,375
-229
| -1% | -$2.16K | ﹤0.01% | 1115 |
|
|
2014
Q3 | $149K | Buy |
+15,604
| New | +$149K | ﹤0.01% | 1065 |
|
|
2014
Q2 | – | Sell |
-13,000
| Closed | -$153K | – | 954 |
|
|
2014
Q1 | $153K | Buy |
+13,000
| New | +$153K | ﹤0.01% | 892 |
|