WCM
PVTB

Wealthcare Capital Management’s PrivateBancorp Inc PVTB Stock Holding History

Wealthcare Capital Management’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
2015
Q2 		– Sell
-1,638
Closed -$58K – 998
2015
Q1 		$58K Buy
+1,638
New +$55.3K 0.01% 220

Other funds holding PVTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthcare Capital Management's PVTB Position: Q2 2015 in Review

Wealthcare Capital Management sold out of PrivateBancorp Inc (PVTB) in Q2 2015, closing a stake of 1,638 shares — an estimated $58K sold.

Wealthcare Capital Management first reported a position in PVTB in Q1 2015 and held it in 1 quarter. The position peaked at $58K in Q1 2015. 222 funds tracked by Wall St. Rank hold PVTB as of Q2 2015.

  • Wealthcare Capital Management reported no remaining PrivateBancorp Inc position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,638 PrivateBancorp Inc shares in Q2 2015, an estimated $58K.
  • Wealthcare Capital Management first reported a position in PrivateBancorp Inc in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's PrivateBancorp Inc position peaked at $58K in Q1 2015.
  • 222 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.