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Plante Moran Financial Advisors’s Exelixis EXEL Stock Holding History

Plante Moran Financial Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-117
Closed -$4K – 966
2017
Q4 		$4K Buy
+117
New +$3.11K ﹤0.01% 718

Other funds holding EXEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Plante Moran Financial Advisors's EXEL Position: Q1 2018 in Review

Plante Moran Financial Advisors sold out of Exelixis (EXEL) in Q1 2018, closing a stake of 117 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in EXEL in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 294 funds tracked by Wall St. Rank hold EXEL as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Exelixis position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 117 Exelixis shares in Q1 2018, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Exelixis in Q4 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Exelixis position peaked at $4K in Q4 2017.
  • 294 funds tracked by Wall St. Rank held Exelixis as of Q1 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2018, filed 1 May 2018.