PMFA
ABCO

Plante Moran Financial Advisors’s Advisory Board Co ABCO Stock Holding History

Plante Moran Financial Advisors’s Portfolio ABCO Stock Details ABCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-212
Closed -$7K – 1096
2016
Q4 		$7K Buy
212
+111
+110% +$4.1K ﹤0.01% 660
2016
Q3 		$5K Buy
+101
New +$4.15K ﹤0.01% 722
2016
Q1 		– Sell
-57
Closed -$3K – 1121
2015
Q4 		$3K Buy
+57
New +$2.77K ﹤0.01% 838

Other funds holding ABCO

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Plante Moran Financial Advisors's ABCO Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Advisory Board Co (ABCO) in Q1 2017, closing a stake of 212 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in ABCO in Q4 2015 and held it in 3 quarters. The position peaked at $7K in Q4 2016. 171 funds tracked by Wall St. Rank hold ABCO as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Advisory Board Co position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 212 Advisory Board Co shares in Q1 2017, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Advisory Board Co in Q4 2015 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Advisory Board Co position peaked at $7K in Q4 2016.
  • 171 funds tracked by Wall St. Rank held Advisory Board Co as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.