PMFA
IM

Plante Moran Financial Advisors’s Ingram Micro IM Stock Holding History

Plante Moran Financial Advisors’s Portfolio IM Stock Details IM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-141
Closed -$4K – 894
2014
Q2 		$4K Hold
141
– – ﹤0.01% 710
2014
Q1 		$4K Hold
141
– – ﹤0.01% 511
2013
Q4 		$3K Hold
141
– – ﹤0.01% 605
2013
Q3 		$3K Hold
141
– – ﹤0.01% 536
2013
Q2 		$3K Buy
+141
New +$2.61K ﹤0.01% 517

Other funds holding IM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's IM Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Ingram Micro (IM) in Q3 2014, closing a stake of 141 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in IM in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q2 2014. 278 funds tracked by Wall St. Rank hold IM as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Ingram Micro position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 141 Ingram Micro shares in Q3 2014, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Ingram Micro in Q2 2013 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Ingram Micro position peaked at $4K in Q2 2014.
  • 278 funds tracked by Wall St. Rank held Ingram Micro as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.