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Richard Pzena

Pzena Investment Management

Richard Pzena iShares MSCI Emerging Markets ETF stake

total: 584

Pzena Investment Management EEM trades

Total transactions:
4
New positions:
2
Sold out:
2
Held since:
2017 Q1
Held for:
1 quarter
Latest activity:
2017 Q2
According to 2026 Q2 report, Richard Pzena doesn't hold any iShares MSCI Emerging Markets ETF (EEM) shares. To date, the estimated cost basis is nearly $39.39 for "buy" trades and estimated average "sell" price is $39.39. Pzena Investment Management first purchased EEM in 2015 Q4, initially acquiring 45,925 shares. Richard Pzena later completely sold out the position and invested in iShares MSCI Emerging Markets ETF again in 2017 Q1. Since the initial investment in iShares MSCI Emerging Markets ETF (EEM), Pzena Investment Management has made 3 more transactions.

When did Richard Pzena sell iShares MSCI Emerging Markets ETF (EEM)?

Richard Pzena sold off the entire iShares MSCI Emerging Markets ETF (EEM) position in 2017 Q2.

When did Richard Pzena buy iShares MSCI Emerging Markets ETF (EEM)?

Richard Pzena first invested in iShares MSCI Emerging Markets ETF (EEM) in 2015 Q4 at the reported quarter-end price of $32.18 per share.

What's the cost basis of Pzena Investment Management's EEM stake?

The estimated cost basis for iShares MSCI Emerging Markets ETF (EEM) stake is around $39.39 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$39.39
Weighted AVG sell price:
$39.39

Richard Pzena's historical trades in iShares MSCI Emerging Markets ETF

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2017 Q2
0.00%
$39.39
-100% (-66,918)
2017 Q1
0.01%
$39.39
new
2016 Q1
0.00%
$32.18
-100% (-45,925)
2015 Q4
0.01%
$32.18
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.