PMFA
DIVY

Plante Moran Financial Advisors’s Reality Shares DIVS ETF DIVY Stock Holding History

Plante Moran Financial Advisors’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,135
Closed -$30K – 1029
2017
Q4 		$30K Buy
+1,135
New +$29.8K 0.02% 438

Other funds holding DIVY

MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
KSA
Ken Stern & Associates San Diego, California $230M AUM 9.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Plante Moran Financial Advisors's DIVY Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Reality Shares DIVS ETF (DIVY) in Q1 2018, closing a stake of 1,135 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in DIVY in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 22 funds tracked by Wall St. Rank hold DIVY as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Reality Shares DIVS ETF position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,135 Reality Shares DIVS ETF shares in Q1 2018, an estimated $30K.
  • Plante Moran Financial Advisors first reported a position in Reality Shares DIVS ETF in Q4 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Reality Shares DIVS ETF position peaked at $30K in Q4 2017.
  • 22 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.