PMFA
CMCSK

Plante Moran Financial Advisors’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Plante Moran Financial Advisors’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,758
Closed -$158K – 1036
2015
Q3 		$158K Sell
2,758
-156
-5% -$8.94K 0.12% 127
2015
Q2 		$175K Hold
2,914
– – 0.13% 125
2015
Q1 		$163K Hold
2,914
– – 0.11% 133
2014
Q4 		$168K Hold
2,914
– – 0.12% 121
2014
Q3 		$156K Hold
2,914
– – 0.14% 117
2014
Q2 		$155K Buy
2,914
+156
+6% +$8.3K 0.14% 106
2014
Q1 		$135K Sell
2,758
-55
-2% -$2.69K 0.15% 92
2013
Q4 		$140K Buy
2,813
+55
+2% +$2.74K 0.08% 117
2013
Q3 		$120K Hold
2,758
– – 0.07% 95
2013
Q2 		$109K Buy
+2,758
New +$109K 0.08% 94

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Plante Moran Financial Advisors's CMCSK Position: Q4 2015 in Review

Plante Moran Financial Advisors sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 2,758 shares — an estimated $158K sold.

Plante Moran Financial Advisors first reported a position in CMCSK in Q2 2013 and held it in 10 quarters. The position peaked at $175K in Q2 2015. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Plante Moran Financial Advisors reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,758 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $158K.
  • Plante Moran Financial Advisors first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 10 quarters.
  • Plante Moran Financial Advisors's COMCAST CORP SPL A (NEW) position peaked at $175K in Q2 2015.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.