PMFA
HYLD

Plante Moran Financial Advisors’s High Yield ETF HYLD Stock Holding History

Plante Moran Financial Advisors’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,075
Closed -$154K – 871
2014
Q3 		$154K Buy
+3,075
New +$161K 0.13% 121

Other funds holding HYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of High Yield ETF (HYLD) in Q4 2014, closing a stake of 3,075 shares — an estimated $154K sold.

Plante Moran Financial Advisors first reported a position in HYLD in Q3 2014 and held it in 1 quarter. The position peaked at $154K in Q3 2014. 56 funds tracked by Wall St. Rank hold HYLD as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining High Yield ETF position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3,075 High Yield ETF shares in Q4 2014, an estimated $154K.
  • Plante Moran Financial Advisors first reported a position in High Yield ETF in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's High Yield ETF position peaked at $154K in Q3 2014.
  • 56 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2014.

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