PMFA
BQR

Plante Moran Financial Advisors’s BLACKROCK ECOSOLUTIONS INVESTMENT TRUST BQR Stock Holding History

Plante Moran Financial Advisors’s Portfolio BQR Stock Details BQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,637
Closed -$30K – 914
2014
Q2 		$30K Buy
+3,637
New +$29.9K 0.03% 314

Other funds holding BQR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of BLACKROCK ECOSOLUTIONS INVESTMENT TRUST (BQR) in Q3 2014, closing a stake of 3,637 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in BQR in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 21 funds tracked by Wall St. Rank hold BQR as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining BLACKROCK ECOSOLUTIONS INVESTMENT TRUST position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,637 BLACKROCK ECOSOLUTIONS INVESTMENT TRUST shares in Q3 2014, an estimated $30K.
  • Plante Moran Financial Advisors first reported a position in BLACKROCK ECOSOLUTIONS INVESTMENT TRUST in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's BLACKROCK ECOSOLUTIONS INVESTMENT TRUST position peaked at $30K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held BLACKROCK ECOSOLUTIONS INVESTMENT TRUST as of Q3 2014.

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