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Plante Moran Financial Advisors’s Designer Brands DBI Stock Holding History

Plante Moran Financial Advisors’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-109
Closed -$2K – 853
2019
Q2 		$2K Buy
+109
New +$2.23K ﹤0.01% 722
2019
Q1 		– Sell
-13
Closed – – 803
2018
Q4 		$0 Buy
+13
New +$349 ﹤0.01% 900

Other funds holding DBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Plante Moran Financial Advisors's DBI Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of Designer Brands (DBI) in Q3 2019, closing a stake of 109 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in DBI in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 222 funds tracked by Wall St. Rank hold DBI as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining Designer Brands position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 109 Designer Brands shares in Q3 2019, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Designer Brands in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Designer Brands position peaked at $2K in Q2 2019.
  • 222 funds tracked by Wall St. Rank held Designer Brands as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.