Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Gw Pharmaceuticals PLC Ads
Q1 2020 Filed on May 07, 2020
100
N/A
Chesapeake Energy Corp Com
Q1 2020 Filed on May 07, 2020
309
N/A
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
Q1 2020 Filed on May 07, 2020
10
$51.34 - $85.72 $513 - $857
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on May 07, 2020
597
$28.05 - $43.64 $16.7K - $26.1K
Credit Suisse Nassau Brh 3 X Long Gold
Q1 2020 Filed on May 07, 2020
0
N/A
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
2,000
$7.66 - $9.63 $15.3K - $19.3K
EMF
Templeton Emerging Markets Fund

Financial Services
Q1 2020 Filed on May 07, 2020
929
$9.9 - $16.31 $9.2K - $15.2K
NAT
Nordic American Tankers LTD

Industrials
Q1 2020 Filed on May 07, 2020
40,000
$2.46 - $5.14 $98.4K - $206K
RGNX
Regenxbio Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
4,000
$21.5 - $54.2 $86K - $217K
CLSD
Clearside Biomedical, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
50,000
$1.32 - $3.77 $66K - $189K
SSRM
Ssr Mining Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
4,000
$10.77 - $18.97 $43.1K - $75.9K
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5,000
$23.84 - $50.02 $119K - $250K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
1,100
$5.34 - $10.0 $5.87K - $11K
Proshares Ultrashort S&P 500
Q1 2020 Filed on May 07, 2020
7,070
N/A
Proshares Ultrapro Short Qqq
Q1 2020 Filed on May 07, 2020
5,000
N/A
Mallinckrodt Pub LTD CO Shs
Q1 2020 Filed on May 07, 2020
4
N/A
NVRO
Nevro Corp

Healthcare
Q1 2020 Filed on May 07, 2020
0
$70.23 - $144.31 $0 - $0
SRRA
Sierra Oncology, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
200
$9.04 - $19.55 $1.81K - $3.91K
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Feb 14, 2020
264
$3.95 - $4.69 $1.04K - $1.24K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q4 2019 Filed on Feb 14, 2020
568
$11.75 - $15.16 $6.67K - $8.61K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
1,979
$6.72 - $7.53 $13.3K - $14.9K
AGI
Alamos Gold Inc

Basic Materials
Q4 2019 Filed on Feb 14, 2020
1,473
$4.98 - $6.02 $7.34K - $8.87K
ALBO
Albireo Pharma, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
49
$16.92 - $28.96 $829 - $1.42K
Aspen Technology Inc
Q4 2019 Filed on Feb 14, 2020
215
N/A
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
650
N/A
BLBD
Blue Bird Corp

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
202
$17.41 - $23.09 $3.52K - $4.66K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
1,618
$34.13 - $44.26 $55.2K - $71.6K
Cbs Corp Class B
Q4 2019 Filed on Feb 14, 2020
813
N/A
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
279
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 14, 2020
764
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
275
$49.57 - $58.77 $13.6K - $16.2K
Crane CO
Q4 2019 Filed on Feb 14, 2020
2,286
N/A
Cypress Semiconductor Corporat
Q4 2019 Filed on Feb 14, 2020
500
N/A
DRRX
Durect Corp

Healthcare
Q4 2019 Filed on Feb 14, 2020
676
$1.69 - $3.8 $1.14K - $2.57K
EWBC
East West Bancorp Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
124
$39.72 - $49.44 $4.93K - $6.13K
Genomic Health Inc
Q4 2019 Filed on Feb 14, 2020
200
N/A
Hcp Inc
Q4 2019 Filed on Feb 14, 2020
1,610
N/A
MNKD
Mannkind Corp

Healthcare
Q4 2019 Filed on Feb 14, 2020
200
$1.14 - $1.49 $228 - $298
Sothebys Class A
Q4 2019 Filed on Feb 14, 2020
28
N/A
Sun Trust Banks Inc
Q4 2019 Filed on Feb 14, 2020
659
N/A
Us Ecology Inc
Q4 2019 Filed on Feb 14, 2020
92
N/A
Versum Materials Inc
Q4 2019 Filed on Feb 14, 2020
87
N/A
DBAW
Xtrackers Msci All World Ex Us

ETFs
Q4 2019 Filed on Feb 14, 2020
1,967
$26.89 - $29.47 $52.9K - $58K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q4 2019 Filed on Feb 14, 2020
3,487
$28.68 - $31.42 $100K - $110K
CSM
Proshares Large Cap Core Plus

ETFs
Q4 2019 Filed on Feb 14, 2020
2,020
$34.39 - $38.64 $69.5K - $78.1K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q4 2019 Filed on Feb 14, 2020
11,100
$14.36 - $15.31 $159K - $170K
Tortoise Mlp Fund
Q4 2019 Filed on Feb 14, 2020
400
N/A
BCS
Barclays PLC

Financial Services
Q4 2019 Filed on Feb 14, 2020
253
$7.0 - $10.14 $1.77K - $2.57K
Bhp Billiton PLC Adr
Q4 2019 Filed on Feb 14, 2020
117
N/A
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