PMFA
ENFR icon

Plante Moran Financial Advisors’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Plante Moran Financial Advisors’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,374
Closed -$30K – 791
2019
Q1 		$30K Buy
+1,374
New +$28.9K 0.01% 415

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return