Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
LENB
Lennar Corporation Cl B
Q4 2019 Filed on Feb 14, 2020
8
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2019 Filed on Feb 14, 2020
3,810
$2.44 - $3.57 $9.3K - $13.6K
QD
Qudian Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
135
$4.1 - $7.79 $554 - $1.05K
GROW
U S Global Investors Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
44,490
$1.26 - $2.08 $56.1K - $92.5K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2019 Filed on Feb 14, 2020
2,064
$27.96 - $29.89 $57.7K - $61.7K
EPP
Ishares Inc

ETFs
Q4 2019 Filed on Feb 14, 2020
454
$43.65 - $46.99 $19.8K - $21.3K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2019 Filed on Feb 14, 2020
813
$19.88 - $23.92 $16.2K - $19.4K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
1,819
$4.93 - $5.51 $8.97K - $10K
BOKF
Bok Financial Corp

Financial Services
Q4 2019 Filed on Feb 14, 2020
61
$72.67 - $88.05 $4.43K - $5.37K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
50
$82.24 - $99.05 $4.11K - $4.95K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
46
$66.82 - $74.08 $3.07K - $3.41K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q4 2019 Filed on Feb 14, 2020
600
$42.38 - $50.16 $25.4K - $30.1K
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2019 Filed on Feb 14, 2020
261
$53.52 - $58.4 $14K - $15.2K
NTNX
Nutanix, Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
49
$23.68 - $37.35 $1.16K - $1.83K
Grub Hub Inc
Q4 2019 Filed on Feb 14, 2020
28
N/A
CHEF
Chefs' Warehouse, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
500
$32.74 - $39.85 $16.4K - $19.9K
ATHM
Autohome Inc.

Communication Services
Q4 2019 Filed on Feb 14, 2020
445
$65.83 - $89.58 $29.3K - $39.9K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
4
$25.13 - $27.16 $101 - $109
Bbp Virtus Life Sci Biotech Pro
Q4 2019 Filed on Feb 14, 2020
846
N/A
IBA
Industrias Bachoco S.A.B. De C.V.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
80
$47.08 - $54.99 $3.77K - $4.4K
BSMX
Banco Santander Mexico S.A., Institucion De Banca Multiple, Grupo Financiero Santander Mexico

Financial Services
Q4 2019 Filed on Feb 14, 2020
83
$6.18 - $7.19 $513 - $597
Enersis Sa Adr
Q4 2019 Filed on Feb 14, 2020
195
N/A
Fly Leasing
Q4 2019 Filed on Feb 14, 2020
245
N/A
KT
Kt Corp

Communication Services
Q4 2019 Filed on Feb 14, 2020
607
$11.05 - $11.85 $6.71K - $7.19K
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