Plante Moran Financial Advisors’s Global Partners GLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,000	Closed	-$15K	–	879
2018 Q1	$15K	Hold	1,000	–	–	0.01%	547
2017 Q4	$17K	Hold	1,000	–	–	0.01%	522
2017 Q3	$17K	Hold	1,000	–	–	0.01%	480
2017 Q2	$18K	Hold	1,000	–	–	0.01%	483
2017 Q1	$19K	Hold	1,000	–	–	0.01%	487
2016 Q4	$19K	Hold	1,000	–	–	0.01%	490
2016 Q3	$16K	Buy	+1,000	New	+$14.7K	0.01%	526

Other funds holding GLP

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Plante Moran Financial Advisors's GLP Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Global Partners (GLP) in Q2 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in GLP in Q3 2016 and held it in 7 quarters. The position peaked at $19K in Q1 2017. 60 funds tracked by Wall St. Rank hold GLP as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Global Partners position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,000 Global Partners shares in Q2 2018, an estimated $15K.
Plante Moran Financial Advisors first reported a position in Global Partners in Q3 2016 and held it in 7 quarters.
Plante Moran Financial Advisors's Global Partners position peaked at $19K in Q1 2017.
60 funds tracked by Wall St. Rank held Global Partners as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.