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ZPR Investment Management’s AmeriServ Financial ASRV Stock Holding History

ZPR Investment Management’s Portfolio ASRV Stock Details ASRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$136K Sell
32,886
-2,995
-8% -$12.4K 0.29% 71
2019
Q2 		$149K Buy
35,881
+240
+0.7% +$991 0.3% 64
2019
Q1 		$143K Buy
35,641
+1,270
+4% +$5.24K 0.28% 72
2018
Q4 		$139K Buy
+34,371
New +$145K 0.28% 68

Other funds holding ASRV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

ZPR Investment Management's ASRV Position: Q3 2019 in Review

ZPR Investment Management reduced its AmeriServ Financial (ASRV) stake by 8.3% in Q3 2019, selling an estimated $12.4K and leaving 32,886 shares worth $136K. The position accounts for 0.29% of the portfolio, ranked #71.

ZPR Investment Management first reported a position in ASRV in Q4 2018 and has held it in 4 quarters since. The position peaked at $149K in Q2 2019. 41 funds tracked by Wall St. Rank hold ASRV as of Q3 2019.

  • ZPR Investment Management held 32,886 shares of AmeriServ Financial worth $136K as of Q3 2019.
  • ZPR Investment Management sold 2,995 AmeriServ Financial shares in Q3 2019, an estimated $12.4K.
  • AmeriServ Financial made up 0.29% of ZPR Investment Management's portfolio in Q3 2019, its #71 holding.
  • ZPR Investment Management first reported a position in AmeriServ Financial in Q4 2018 and has held it in 4 quarters since.
  • ZPR Investment Management's AmeriServ Financial position peaked at $149K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held AmeriServ Financial as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.