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Plante Moran Financial Advisors’s Halozyme HALO Stock Holding History

Plante Moran Financial Advisors’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-118
Closed -$1K – 934
2016
Q4 		$1K Buy
118
+28
+31% +$307 ﹤0.01% 914
2016
Q3 		$1K Hold
90
– – ﹤0.01% 890
2016
Q2 		$1K Hold
90
– – ﹤0.01% 859
2016
Q1 		$1K Buy
+90
New +$847 ﹤0.01% 804

Other funds holding HALO

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BB
BB Biotech Schaffhausen, Switzerland $3.98B AUM 15.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Senzar Asset Management New York $34.7M AUM 0.56% 1-Year Est. Return

Plante Moran Financial Advisors's HALO Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Halozyme (HALO) in Q1 2017, closing a stake of 118 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in HALO in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 160 funds tracked by Wall St. Rank hold HALO as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Halozyme position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 118 Halozyme shares in Q1 2017, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Halozyme in Q1 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Halozyme position peaked at $1K in Q4 2016.
  • 160 funds tracked by Wall St. Rank held Halozyme as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.