PMFA
HGI

Plante Moran Financial Advisors’s Invesco Zacks International Multi-Asset Income ETF HGI Stock Holding History

Plante Moran Financial Advisors’s Portfolio HGI Stock Details HGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-928
Closed -$17K – 881
2014
Q3 		$17K Buy
+928
New +$18.2K 0.01% 438

Other funds holding HGI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Plante Moran Financial Advisors's HGI Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Invesco Zacks International Multi-Asset Income ETF (HGI) in Q4 2014, closing a stake of 928 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in HGI in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 21 funds tracked by Wall St. Rank hold HGI as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Invesco Zacks International Multi-Asset Income ETF position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 928 Invesco Zacks International Multi-Asset Income ETF shares in Q4 2014, an estimated $17K.
  • Plante Moran Financial Advisors first reported a position in Invesco Zacks International Multi-Asset Income ETF in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Zacks International Multi-Asset Income ETF position peaked at $17K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Invesco Zacks International Multi-Asset Income ETF as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.