PMFA
EGAN icon

Plante Moran Financial Advisors’s eGain EGAN Stock Holding History

Plante Moran Financial Advisors’s Portfolio EGAN Stock Details EGAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,000
Closed -$89K – 856
2020
Q2 		$89K Buy
+8,000
New +$72.8K 0.04% 225

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Plante Moran Financial Advisors's EGAN Position: Q3 2020 in Review

Plante Moran Financial Advisors sold out of eGain (EGAN) in Q3 2020, closing a stake of 8,000 shares — an estimated $89K sold.

Plante Moran Financial Advisors first reported a position in EGAN in Q2 2020 and held it in 1 quarter. The position peaked at $89K in Q2 2020. 103 funds tracked by Wall St. Rank hold EGAN as of Q3 2020.

  • Plante Moran Financial Advisors reported no remaining eGain position as of Q3 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8,000 eGain shares in Q3 2020, an estimated $89K.
  • Plante Moran Financial Advisors first reported a position in eGain in Q2 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's eGain position peaked at $89K in Q2 2020.
  • 103 funds tracked by Wall St. Rank held eGain as of Q3 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.