Plante Moran Financial Advisors’s Banner Corp BANR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-48	Closed	-$2K	–	838
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	655
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	639
2019 Q4	$3K	Hold	48	–	–	﹤0.01%	652
2019 Q3	$3K	Hold	48	–	–	﹤0.01%	727
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	686
2019 Q1	$3K	Hold	48	–	–	﹤0.01%	675
2018 Q4	$3K	Hold	48	–	–	﹤0.01%	644
2018 Q3	$3K	Hold	48	–	–	﹤0.01%	635
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	672
2018 Q1	$3K	Buy	+48	New	+$2.68K	﹤0.01%	775
2017 Q1	–	Sell	-78	Closed	-$4K	–	882
2016 Q4	$4K	Buy	78 +8	+11%	+$392	﹤0.01%	739
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	770
2016 Q2	$3K	Sell	70 -16	-19%	-$681	﹤0.01%	707
2016 Q1	$4K	Buy	+86	New	+$3.53K	﹤0.01%	606

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plante Moran Financial Advisors's BANR Position: Q3 2020 in Review

Plante Moran Financial Advisors sold out of Banner Corp (BANR) in Q3 2020, closing a stake of 48 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in BANR in Q1 2016 and held it in 14 quarters. The position peaked at $4K in Q4 2016. 169 funds tracked by Wall St. Rank hold BANR as of Q3 2020.

Plante Moran Financial Advisors reported no remaining Banner Corp position as of Q3 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 48 Banner Corp shares in Q3 2020, an estimated $2K.
Plante Moran Financial Advisors first reported a position in Banner Corp in Q1 2016 and held it in 14 quarters.
Plante Moran Financial Advisors's Banner Corp position peaked at $4K in Q4 2016.
169 funds tracked by Wall St. Rank held Banner Corp as of Q3 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.