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Plante Moran Financial Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Plante Moran Financial Advisors’s Portfolio CQQQ Stock Details CQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-124
Closed -$4K – 729
2014
Q4 		$4K Sell
124
-584
-82% -$21.1K ﹤0.01% 683
2014
Q3 		$26K Buy
+708
New +$26.6K 0.02% 360

Other funds holding CQQQ

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
BPCA
Bank Pictet & Cie (Asia) Singapore $1.57B AUM 25.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Plante Moran Financial Advisors's CQQQ Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Invesco China Technology ETF (CQQQ) in Q1 2015, closing a stake of 124 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in CQQQ in Q3 2014 and held it in 2 quarters. The position peaked at $26K in Q3 2014. 23 funds tracked by Wall St. Rank hold CQQQ as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Invesco China Technology ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 124 Invesco China Technology ETF shares in Q1 2015, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Invesco China Technology ETF in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Invesco China Technology ETF position peaked at $26K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.