PMFA
BAF

Plante Moran Financial Advisors’s BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST BAF Stock Holding History

Plante Moran Financial Advisors’s Portfolio BAF Stock Details BAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-599
Closed -$8K – 877
2014
Q2 		$8K Buy
+599
New +$8.41K 0.01% 595

Other funds holding BAF

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Plante Moran Financial Advisors's BAF Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST (BAF) in Q3 2014, closing a stake of 599 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in BAF in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 30 funds tracked by Wall St. Rank hold BAF as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 599 BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST shares in Q3 2014, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST position peaked at $8K in Q2 2014.
  • 30 funds tracked by Wall St. Rank held BLACKROCK MUNICIPAL INCOME INVESTMENT QUALITY TRUST as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.