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Plante Moran Financial Advisors’s ADT ADT Stock Holding History

Plante Moran Financial Advisors’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-400
Closed -$3K – 806
2018
Q1 		$3K Buy
+400
New +$4.38K ﹤0.01% 772

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Vanguard Group
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PGH
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MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
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Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Plante Moran Financial Advisors's ADT Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of ADT (ADT) in Q2 2018, closing a stake of 400 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in ADT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 129 funds tracked by Wall St. Rank hold ADT as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining ADT position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 400 ADT shares in Q2 2018, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in ADT in Q1 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ADT position peaked at $3K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held ADT as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.