BDF
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Balasa Dinverno & Foltz’s ePlus PLUS Stock Holding History

Balasa Dinverno & Foltz’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,240
Closed -$235K – 202
2015
Q2 		$235K Sell
12,240
-1,996
-14% -$38.3K 0.04% 174
2015
Q1 		$309K Buy
+14,236
New +$309K 0.04% 140