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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 $95.2B AUM 32.92% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Plante Moran Financial Advisors's ENFR Position: Q2 2019 in Review

Plante Moran Financial Advisors sold out of Alerian Energy Infrastructure ETF (ENFR) in Q2 2019, closing a stake of 1,374 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in ENFR in Q1 2019 and held it in 1 quarter. The position peaked at $30K in Q1 2019. 31 funds tracked by Wall St. Rank hold ENFR as of Q2 2019.

  • Plante Moran Financial Advisors reported no remaining Alerian Energy Infrastructure ETF position as of Q2 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,374 Alerian Energy Infrastructure ETF shares in Q2 2019, an estimated $30K.
  • Plante Moran Financial Advisors first reported a position in Alerian Energy Infrastructure ETF in Q1 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Alerian Energy Infrastructure ETF position peaked at $30K in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q2 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.