PMFA
DHG

Plante Moran Financial Advisors’s Deutsche High Incm Opportunities DHG Stock Holding History

Plante Moran Financial Advisors’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-713
Closed -$11K – 922
2014
Q2 		$11K Buy
+713
New +$10.4K 0.01% 524

Other funds holding DHG

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Plante Moran Financial Advisors's DHG Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Deutsche High Incm Opportunities (DHG) in Q3 2014, closing a stake of 713 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in DHG in Q2 2014 and held it in 1 quarter. The position peaked at $11K in Q2 2014. 37 funds tracked by Wall St. Rank hold DHG as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Deutsche High Incm Opportunities position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 713 Deutsche High Incm Opportunities shares in Q3 2014, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Deutsche High Incm Opportunities in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Deutsche High Incm Opportunities position peaked at $11K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.