PMFA
CS

Plante Moran Financial Advisors’s Credit Suisse Group CS Stock Holding History

Plante Moran Financial Advisors’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-82
Closed -$1K – 1018
2017
Q4 		$1K Buy
+82
New +$1K ﹤0.01% 856
2014
Q2 		– Sell
-268
Closed -$9K – 862
2014
Q1 		$9K Buy
268
+9
+3% +$302 0.01% 394
2013
Q4 		$8K Buy
+259
New +$8K ﹤0.01% 489