PMFA
BSP

Plante Moran Financial Advisors’s AMERN STRATEGIC INCM PORTF II BSP Stock Holding History

Plante Moran Financial Advisors’s Portfolio BSP Stock Details BSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-607
Closed -$5K – 915
2014
Q2 		$5K Buy
+607
New +$5.21K ﹤0.01% 684

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

Plante Moran Financial Advisors sold out of AMERN STRATEGIC INCM PORTF II (BSP) in Q3 2014, closing a stake of 607 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in BSP in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 0 funds tracked by Wall St. Rank hold BSP as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining AMERN STRATEGIC INCM PORTF II position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 607 AMERN STRATEGIC INCM PORTF II shares in Q3 2014, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in AMERN STRATEGIC INCM PORTF II in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's AMERN STRATEGIC INCM PORTF II position peaked at $5K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMERN STRATEGIC INCM PORTF II as of Q3 2014.

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