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Plante Moran Financial Advisors’s US Global Investors GROW Stock Holding History

Plante Moran Financial Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-44,490
Closed -$89K – 807
2019
Q3 		$89K Hold
44,490
– – 0.03% 252
2019
Q2 		$81K Hold
44,490
– – 0.02% 254
2019
Q1 		$48K Hold
44,490
– – 0.01% 340
2018
Q4 		$49K Hold
44,490
– – 0.02% 291
2018
Q3 		$68K Hold
44,490
– – 0.02% 258
2018
Q2 		$72K Buy
44,490
+10,970
+33% +$26.7K 0.04% 267
2018
Q1 		$85K Buy
+33,520
New +$117K 0.05% 260

Other funds holding GROW

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's GROW Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of US Global Investors (GROW) in Q4 2019, closing a stake of 44,490 shares — an estimated $89K sold.

Plante Moran Financial Advisors first reported a position in GROW in Q1 2018 and held it in 7 quarters. The position peaked at $89K in Q3 2019. 25 funds tracked by Wall St. Rank hold GROW as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining US Global Investors position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 44,490 US Global Investors shares in Q4 2019, an estimated $89K.
  • Plante Moran Financial Advisors first reported a position in US Global Investors in Q1 2018 and held it in 7 quarters.
  • Plante Moran Financial Advisors's US Global Investors position peaked at $89K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held US Global Investors as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.