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Plante Moran Financial Advisors’s Adtran ADTN Stock Holding History

Plante Moran Financial Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-303
Closed -$7K – 826
2014
Q1 		$7K Hold
303
– – 0.01% 423
2013
Q4 		$8K Hold
303
– – ﹤0.01% 481
2013
Q3 		$8K Hold
303
– – ﹤0.01% 416
2013
Q2 		$7K Buy
+303
New +$6.71K 0.01% 394

Other funds holding ADTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's ADTN Position: Q2 2014 in Review

Plante Moran Financial Advisors sold out of Adtran (ADTN) in Q2 2014, closing a stake of 303 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in ADTN in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q4 2013. 153 funds tracked by Wall St. Rank hold ADTN as of Q2 2014.

  • Plante Moran Financial Advisors reported no remaining Adtran position as of Q2 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 303 Adtran shares in Q2 2014, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Adtran in Q2 2013 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Adtran position peaked at $8K in Q4 2013.
  • 153 funds tracked by Wall St. Rank held Adtran as of Q2 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.