PMFA
HTS

Plante Moran Financial Advisors’s HATTERAS FINANCIAL CORP HTS Stock Holding History

Plante Moran Financial Advisors’s Portfolio HTS Stock Details HTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-550
Closed -$10K – 886
2014
Q3 		$10K Hold
550
– – 0.01% 546
2014
Q2 		$11K Buy
+550
New +$10.9K 0.01% 521

Other funds holding HTS

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of HATTERAS FINANCIAL CORP (HTS) in Q4 2014, closing a stake of 550 shares — an estimated $10K sold.

Plante Moran Financial Advisors first reported a position in HTS in Q2 2014 and held it in 2 quarters. The position peaked at $11K in Q2 2014. 179 funds tracked by Wall St. Rank hold HTS as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining HATTERAS FINANCIAL CORP position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 550 HATTERAS FINANCIAL CORP shares in Q4 2014, an estimated $10K.
  • Plante Moran Financial Advisors first reported a position in HATTERAS FINANCIAL CORP in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's HATTERAS FINANCIAL CORP position peaked at $11K in Q2 2014.
  • 179 funds tracked by Wall St. Rank held HATTERAS FINANCIAL CORP as of Q4 2014.

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