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Plante Moran Financial Advisors’s Greif GEF Stock Holding History

Plante Moran Financial Advisors’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-165
Closed -$5K – 923
2015
Q4 		$5K Buy
+165
New +$5.46K ﹤0.01% 720
2015
Q1 		– Sell
-210
Closed -$10K – 748
2014
Q4 		$10K Sell
210
-210
-50% -$9.39K 0.01% 530
2014
Q3 		$18K Hold
420
– – 0.02% 421
2014
Q2 		$23K Buy
420
+210
+100% +$11.3K 0.02% 360
2014
Q1 		$11K Buy
+210
New +$10.8K 0.01% 344

Other funds holding GEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Plante Moran Financial Advisors's GEF Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Greif (GEF) in Q1 2016, closing a stake of 165 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in GEF in Q1 2014 and held it in 5 quarters. The position peaked at $23K in Q2 2014. 172 funds tracked by Wall St. Rank hold GEF as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Greif position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 165 Greif shares in Q1 2016, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Greif in Q1 2014 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Greif position peaked at $23K in Q2 2014.
  • 172 funds tracked by Wall St. Rank held Greif as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.