PMFA
EC icon

Plante Moran Financial Advisors’s Ecopetrol EC Stock Holding History

Plante Moran Financial Advisors’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-983
Closed -$9K – 981
2016
Q3 		$9K Buy
983
+58
+6% +$512 0.01% 605
2016
Q2 		$9K Buy
925
+284
+44% +$2.64K 0.01% 536
2016
Q1 		$6K Buy
641
+61
+11% +$430 ﹤0.01% 549
2015
Q4 		$4K Buy
580
+172
+42% +$1.48K ﹤0.01% 763
2015
Q3 		$4K Buy
408
+164
+67% +$1.7K ﹤0.01% 610
2015
Q2 		$3K Buy
+244
New +$3.74K ﹤0.01% 658

Other funds holding EC

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's EC Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of Ecopetrol (EC) in Q4 2016, closing a stake of 983 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in EC in Q2 2015 and held it in 6 quarters. The position peaked at $9K in Q3 2016. 99 funds tracked by Wall St. Rank hold EC as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining Ecopetrol position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 983 Ecopetrol shares in Q4 2016, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Ecopetrol in Q2 2015 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Ecopetrol position peaked at $9K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.