PMFA
ISL

Plante Moran Financial Advisors’s Aberdeen Israel Fund ISL Stock Holding History

Plante Moran Financial Advisors’s Portfolio ISL Stock Details ISL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-75
Closed -$1K – 1023
2018
Q1 		$1K Hold
75
– – ﹤0.01% 942
2017
Q4 		$1K Hold
75
– – ﹤0.01% 866
2017
Q3 		$2K Hold
75
– – ﹤0.01% 748
2017
Q2 		$1K Hold
75
– – ﹤0.01% 818
2017
Q1 		$1K Hold
75
– – ﹤0.01% 860
2016
Q4 		$1K Hold
75
– – ﹤0.01% 954
2016
Q3 		$1K Hold
75
– – ﹤0.01% 918
2016
Q2 		$1K Hold
75
– – ﹤0.01% 890
2016
Q1 		$1K Hold
75
– – ﹤0.01% 834
2015
Q4 		$1K Hold
75
– – ﹤0.01% 937
2015
Q3 		$1K Hold
75
– – ﹤0.01% 693
2015
Q2 		$1K Buy
+75
New +$1.4K ﹤0.01% 713

Other funds holding ISL

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Plante Moran Financial Advisors's ISL Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Aberdeen Israel Fund (ISL) in Q2 2018, closing a stake of 75 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in ISL in Q2 2015 and held it in 12 quarters. The position peaked at $2K in Q3 2017. 1 fund tracked by Wall St. Rank holds ISL as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Aberdeen Israel Fund position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 Aberdeen Israel Fund shares in Q2 2018, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Aberdeen Israel Fund in Q2 2015 and held it in 12 quarters.
  • Plante Moran Financial Advisors's Aberdeen Israel Fund position peaked at $2K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Aberdeen Israel Fund as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.