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
Emerge Energy Services LP
Q2 2019 Filed on Aug 13, 2019
500
N/A
TBT
Proshares Ultrashort 20+Year T

ETFs
Q2 2019 Filed on Aug 13, 2019
400
N/A
Ascent Capital Group Inc
Q2 2019 Filed on Aug 13, 2019
2
N/A
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
100
$89.7 - $115.0 $8.97K - $11.5K
GWRS
Global Water Resources, Inc.

Utilities
Q2 2019 Filed on Aug 13, 2019
750
$9.42 - $10.49 $7.07K - $7.87K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2019 Filed on Aug 13, 2019
725
$20.11 - $22.52 $14.6K - $16.3K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q2 2019 Filed on Aug 13, 2019
3,922
$14.63 - $22.89 $57.4K - $89.8K
Liberty Expedia Holdings Inc A
Q2 2019 Filed on Aug 13, 2019
19
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q2 2019 Filed on Aug 13, 2019
72
$10.65 - $15.71 $767 - $1.13K
Pattern Energy Group Inc Class
Q2 2019 Filed on Aug 13, 2019
3,200
N/A
Whiting Petroleum Corp
Q2 2019 Filed on Aug 13, 2019
250
N/A
ENFR
Alerian Energy Infrastructure

ETFs
Q2 2019 Filed on Aug 13, 2019
1,374
$20.9 - $22.17 $28.7K - $30.5K
Global X Mlp Energy
Q2 2019 Filed on Aug 13, 2019
552
N/A
Global X Mlp ETF
Q2 2019 Filed on Aug 13, 2019
3,416
N/A
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2019 Filed on Aug 13, 2019
400
$21.77 - $26.15 $8.71K - $10.5K
JHMD
John Hancock ETF Tr Multifacto

ETFs
Q2 2019 Filed on Aug 13, 2019
698
$27.33 - $28.92 $19.1K - $20.2K
JHSC
John Hancock ETF Tr Multifacto

ETFs
Q2 2019 Filed on Aug 13, 2019
240
N/A
RWX
Spdr Dow Jones International R

ETFs
Q2 2019 Filed on Aug 13, 2019
1,267
N/A
GGB
Gerdau S.A.

Basic Materials
Q1 2019 Filed on May 13, 2019
200
$3.75 - $4.35 $750 - $870
Arch Coal Inc
Q1 2019 Filed on May 13, 2019
9
N/A
Athenahealth Inc
Q1 2019 Filed on May 13, 2019
427
N/A
California Resources Corp
Q1 2019 Filed on May 13, 2019
2
N/A
CNDT
Conduent Inc

Technology
Q1 2019 Filed on May 13, 2019
160
$10.59 - $15.35 $1.69K - $2.46K
Dun & Bradstreet Corp
Q1 2019 Filed on May 13, 2019
780
N/A
FLR
Fluor Corp

Industrials
Q1 2019 Filed on May 13, 2019
60
$32.37 - $38.53 $1.94K - $2.31K
L Brands Inc
Q1 2019 Filed on May 13, 2019
168
N/A
L3 Technologies Inc
Q1 2019 Filed on May 13, 2019
20
N/A
Newfield Exploration CO
Q1 2019 Filed on May 13, 2019
36
N/A
Spx Corporation
Q1 2019 Filed on May 13, 2019
56
N/A
VVX
V2 X, Inc.

Industrials
Q1 2019 Filed on May 13, 2019
10
$21.9 - $28.37 $219 - $284
Ubs Etracs Alerian Mlp Infras
Q1 2019 Filed on May 13, 2019
1,107
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q1 2019 Filed on May 13, 2019
28
$31.1 - $40.67 $871 - $1.14K
CEIX
Consol Energy Inc.

Energy
Q1 2019 Filed on May 13, 2019
27
$31.49 - $38.37 $850 - $1.04K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
Q1 2019 Filed on May 13, 2019
376
$11.57 - $12.32 $4.35K - $4.63K
ABEV
Ambev S.A.

Consumer Defensive
Q1 2019 Filed on May 13, 2019
397
$4.2 - $5.03 $1.67K - $2K
Cgi Group Inc Class A
Q1 2019 Filed on May 13, 2019
97
N/A
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
80
$9.4 - $12.46 $752 - $997
BMA
Macro Bank Inc.

Financial Services
Q1 2019 Filed on May 13, 2019
15
$42.81 - $59.72 $642 - $896
Mobile Telesystems Ojsc Adr
Q1 2019 Filed on May 13, 2019
136
N/A
SHG
Shinhan Financial Group CO LTD

Financial Services
Q1 2019 Filed on May 13, 2019
33
$34.41 - $39.21 $1.14K - $1.29K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q1 2019 Filed on May 13, 2019
100
$37.24 - $45.0 $3.72K - $4.5K
TX
Ternium S.A.

Basic Materials
Q1 2019 Filed on May 13, 2019
25
$26.94 - $31.85 $674 - $796
YPF
Ypf Sociedad Anonima

Energy
Q1 2019 Filed on May 13, 2019
93
$12.65 - $16.6 $1.18K - $1.54K
ATI
Allegheny Technologies Inc

Industrials
Q1 2019 Filed on May 13, 2019
56
$21.43 - $29.26 $1.2K - $1.64K
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q1 2019 Filed on May 13, 2019
57
$9.54 - $12.21 $544 - $696
AR
Antero Resources Corp

Energy
Q1 2019 Filed on May 13, 2019
39
$7.81 - $10.94 $305 - $427
AFIIQ
Armstrong Flooring, Inc.
Q1 2019 Filed on May 13, 2019
39
$12.54 - $15.03 $489 - $586
AVYA
Avaya Holdings Corp.

Technology
Q1 2019 Filed on May 13, 2019
91
$13.21 - $17.75 $1.2K - $1.62K
BNED
Barnes & Noble Education, Inc.

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
88
$4.14 - $7.4 $364 - $651
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