PMFA
BEAT

Plante Moran Financial Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

Plante Moran Financial Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22
Closed -$1K – 1005
2018
Q4 		$1K Buy
+22
New +$1.32K ﹤0.01% 870

Other funds holding BEAT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plante Moran Financial Advisors's BEAT Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of BioTelemetry, Inc. (BEAT) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in BEAT in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 311 funds tracked by Wall St. Rank hold BEAT as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining BioTelemetry, Inc. position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 22 BioTelemetry, Inc. shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in BioTelemetry, Inc. in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BioTelemetry, Inc. position peaked at $1K in Q4 2018.
  • 311 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.