PMFA
CHCT

Plante Moran Financial Advisors’s Community Healthcare Trust CHCT Stock Holding History

Plante Moran Financial Advisors’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,750
Closed -$81K – 961
2021
Q1 		$81K Buy
+1,750
New +$81.2K 0.02% 281

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State Street
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Bank of New York Mellon
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Plante Moran Financial Advisors's CHCT Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Community Healthcare Trust (CHCT) in Q2 2021, closing a stake of 1,750 shares — an estimated $81K sold.

Plante Moran Financial Advisors first reported a position in CHCT in Q1 2021 and held it in 1 quarter. The position peaked at $81K in Q1 2021. 181 funds tracked by Wall St. Rank hold CHCT as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Community Healthcare Trust position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,750 Community Healthcare Trust shares in Q2 2021, an estimated $81K.
  • Plante Moran Financial Advisors first reported a position in Community Healthcare Trust in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Community Healthcare Trust position peaked at $81K in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.