PMFA
FBG

Plante Moran Financial Advisors’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

Plante Moran Financial Advisors’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-675
Closed -$26K – 749
2013
Q3 		$26K Buy
+675
New +$25.4K 0.02% 261

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SNT
Security National Trust Wheeling, West Virginia $432M AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plante Moran Financial Advisors's FBG Position: Q4 2013 in Review

Plante Moran Financial Advisors sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q4 2013, closing a stake of 675 shares — an estimated $26K sold.

Plante Moran Financial Advisors first reported a position in FBG in Q3 2013 and held it in 1 quarter. The position peaked at $26K in Q3 2013. 18 funds tracked by Wall St. Rank hold FBG as of Q4 2013.

  • Plante Moran Financial Advisors reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q4 2013 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 675 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q4 2013, an estimated $26K.
  • Plante Moran Financial Advisors first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q3 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $26K in Q3 2013.
  • 18 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q4 2013.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2013, filed 21 Jan 2014.