PMFA
CEO

Plante Moran Financial Advisors’s CNOOC Limited CEO Stock Holding History

Plante Moran Financial Advisors’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed -$1K – 1170
2020
Q4 		$1K Buy
+8
New +$791 ﹤0.01% 871
2019
Q1 		– Sell
-9
Closed -$1K – 1009
2018
Q4 		$1K Buy
+9
New +$1.53K ﹤0.01% 872
2018
Q3 		– Sell
-8
Closed -$1K – 890
2018
Q2 		$1K Buy
+8
New +$1.33K ﹤0.01% 798

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ACA
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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Plante Moran Financial Advisors's CEO Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of CNOOC Limited (CEO) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CEO in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 8 funds tracked by Wall St. Rank hold CEO as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining CNOOC Limited position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8 CNOOC Limited shares in Q1 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in CNOOC Limited in Q2 2018 and held it in 3 quarters.
  • Plante Moran Financial Advisors's CNOOC Limited position peaked at $1K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held CNOOC Limited as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.