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Plante Moran Financial Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

Plante Moran Financial Advisors’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,138
Closed -$42K – 976
2017
Q4 		$42K Buy
+1,138
New +$41K 0.02% 378

Other funds holding HAP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of VanEck Natural Resources ETF (HAP) in Q1 2018, closing a stake of 1,138 shares — an estimated $42K sold.

Plante Moran Financial Advisors first reported a position in HAP in Q4 2017 and held it in 1 quarter. The position peaked at $42K in Q4 2017. 24 funds tracked by Wall St. Rank hold HAP as of Q1 2018.

  • Plante Moran Financial Advisors reported no remaining VanEck Natural Resources ETF position as of Q1 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,138 VanEck Natural Resources ETF shares in Q1 2018, an estimated $42K.
  • Plante Moran Financial Advisors first reported a position in VanEck Natural Resources ETF in Q4 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's VanEck Natural Resources ETF position peaked at $42K in Q4 2017.
  • 24 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2018.

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