Plante Moran Financial Advisors’s Acco Brands ACCO Stock Holding History

Plante Moran Financial Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-268	Closed	-$2K	–	935
2021 Q1	$2K	Buy	+268	New	+$2.31K	﹤0.01%	890
2019 Q1	–	Sell	-80	Closed	-$1K	–	763
2018 Q4	$1K	Buy	+80	New	+$685	﹤0.01%	768
2018 Q3	–	Sell	-376	Closed	-$5K	–	747
2018 Q2	$5K	Hold	376	–	–	﹤0.01%	620
2018 Q1	$5K	Hold	376	–	–	﹤0.01%	705
2017 Q4	$5K	Hold	376	–	–	﹤0.01%	694
2017 Q3	$4K	Sell	376 -70	-16%	-$797	﹤0.01%	669
2017 Q2	$5K	Hold	446	–	–	﹤0.01%	657
2017 Q1	$6K	Hold	446	–	–	﹤0.01%	667
2016 Q4	$6K	Hold	446	–	–	﹤0.01%	664
2016 Q3	$4K	Hold	446	–	–	﹤0.01%	723
2016 Q2	$5K	Hold	446	–	–	﹤0.01%	617
2016 Q1	$4K	Hold	446	–	–	﹤0.01%	603
2015 Q4	$3K	Hold	446	–	–	﹤0.01%	807
2015 Q3	$3K	Hold	446	–	–	﹤0.01%	630
2015 Q2	$3K	Buy	446 +376	+537%	+$2.96K	﹤0.01%	654
2015 Q1	$1K	Hold	70	–	–	﹤0.01%	686
2014 Q4	$1K	Hold	70	–	–	﹤0.01%	773
2014 Q3	$0	Hold	70	–	–	﹤0.01%	786
2014 Q2	$0	Hold	70	–	–	﹤0.01%	824
2014 Q1	$0	Hold	70	–	–	﹤0.01%	612
2013 Q4	$0	Hold	70	–	–	﹤0.01%	683
2013 Q3	$0	Hold	70	–	–	﹤0.01%	631
2013 Q2	$0	Buy	+70	New	+$473	﹤0.01%	588

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Plante Moran Financial Advisors's ACCO Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Acco Brands (ACCO) in Q2 2021, closing a stake of 268 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in ACCO in Q2 2013 and held it in 23 quarters. The position peaked at $6K in Q1 2017. 181 funds tracked by Wall St. Rank hold ACCO as of Q2 2021.

Plante Moran Financial Advisors reported no remaining Acco Brands position as of Q2 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 268 Acco Brands shares in Q2 2021, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Acco Brands in Q2 2013 and held it in 23 quarters.
Plante Moran Financial Advisors's Acco Brands position peaked at $6K in Q1 2017.
181 funds tracked by Wall St. Rank held Acco Brands as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.