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Plante Moran Financial Advisors’s Northern Trust International Quality Dividend Dynamic ETF IQDY Stock Holding History

Plante Moran Financial Advisors’s Portfolio IQDY Stock Details IQDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-246
Closed -$6K – 945
2016
Q4 		$6K Hold
246
– – ﹤0.01% 676
2016
Q3 		$6K Buy
+246
New +$5.68K ﹤0.01% 658

Other funds holding IQDY

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Plante Moran Financial Advisors's IQDY Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Northern Trust International Quality Dividend Dynamic ETF (IQDY) in Q1 2017, closing a stake of 246 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in IQDY in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 7 funds tracked by Wall St. Rank hold IQDY as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Northern Trust International Quality Dividend Dynamic ETF position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 246 Northern Trust International Quality Dividend Dynamic ETF shares in Q1 2017, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Northern Trust International Quality Dividend Dynamic ETF in Q3 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Northern Trust International Quality Dividend Dynamic ETF position peaked at $6K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.