Plante Moran Financial Advisors’s Ericsson ERIC Stock Holding History

Plante Moran Financial Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,500	Closed	-$42K	–	777
2018 Q2	$42K	Buy	5,500 +3,199	+139%	+$23.4K	0.02%	363
2018 Q1	$15K	Buy	2,301 +301	+15%	+$2.03K	0.01%	546
2017 Q4	$13K	Buy	+2,000	New	+$12.5K	0.01%	556
2017 Q1	–	Sell	-301	Closed	-$2K	–	914
2016 Q4	$2K	Hold	301	–	–	﹤0.01%	847
2016 Q3	$2K	Sell	301 -297	-50%	-$2.15K	﹤0.01%	831
2016 Q2	$5K	Buy	598 +297	+99%	+$2.44K	﹤0.01%	628
2016 Q1	$3K	Buy	+301	New	+$2.77K	﹤0.01%	653
2014 Q1	–	Sell	-463	Closed	-$6K	–	644
2013 Q4	$6K	Buy	+463	New	+$5.75K	﹤0.01%	515

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Plante Moran Financial Advisors's ERIC Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Ericsson (ERIC) in Q3 2018, closing a stake of 5,500 shares — an estimated $42K sold.

Plante Moran Financial Advisors first reported a position in ERIC in Q4 2013 and held it in 8 quarters. The position peaked at $42K in Q2 2018. 203 funds tracked by Wall St. Rank hold ERIC as of Q3 2018.

Plante Moran Financial Advisors reported no remaining Ericsson position as of Q3 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 5,500 Ericsson shares in Q3 2018, an estimated $42K.
Plante Moran Financial Advisors first reported a position in Ericsson in Q4 2013 and held it in 8 quarters.
Plante Moran Financial Advisors's Ericsson position peaked at $42K in Q2 2018.
203 funds tracked by Wall St. Rank held Ericsson as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.