Plante Moran Financial Advisors’s Reality Shares DIVCON Dividend Guard ETF GARD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,398
Closed -$35K 1038
2017
Q4
$35K Buy
+1,398
New +$33.2K 0.02% 414

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

Plante Moran Financial Advisors sold out of Reality Shares DIVCON Dividend Guard ETF (GARD) in Q1 2018, closing a stake of 1,398 shares — an estimated $35K sold.

Plante Moran Financial Advisors first reported a position in GARD in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 0 funds tracked by Wall St. Rank hold GARD as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining Reality Shares DIVCON Dividend Guard ETF position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,398 Reality Shares DIVCON Dividend Guard ETF shares in Q1 2018, an estimated $35K.
  • Plante Moran Financial Advisors first reported a position in Reality Shares DIVCON Dividend Guard ETF in Q4 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Reality Shares DIVCON Dividend Guard ETF position peaked at $35K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Reality Shares DIVCON Dividend Guard ETF as of Q1 2018.

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