Plante Moran Financial Advisors’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-53
Closed -$3K 758
2014
Q4
$3K Sell
53
-203
-79% -$9.86K ﹤0.01% 720
2014
Q3
$12K Buy
+256
New +$12.4K 0.01% 498

Other funds holding KCE

Plante Moran Financial Advisors's KCE Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2015, closing a stake of 53 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in KCE in Q3 2014 and held it in 2 quarters. The position peaked at $12K in Q3 2014. 20 funds tracked by Wall St. Rank hold KCE as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 53 State Street SPDR S&P Capital Markets ETF shares in Q1 2015, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's State Street SPDR S&P Capital Markets ETF position peaked at $12K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.