PMFA
MCP

Plante Moran Financial Advisors’s MOLYCORP INC COM STK MCP Stock Holding History

Plante Moran Financial Advisors’s Portfolio MCP Stock Details MCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-90
Closed – – 801
2015
Q2 		$0 Hold
90
– – ﹤0.01% 771
2015
Q1 		$0 Hold
90
– – ﹤0.01% 851
2014
Q4 		$0 Hold
90
– – ﹤0.01% 893
2014
Q3 		$0 Hold
90
– – ﹤0.01% 909
2014
Q2 		$0 Hold
90
– – ﹤0.01% 884
2014
Q1 		$0 Hold
90
– – ﹤0.01% 750
2013
Q4 		$1K Hold
90
– – ﹤0.01% 680
2013
Q3 		$1K Hold
90
– – ﹤0.01% 622
2013
Q2 		$1K Buy
+90
New +$527 ﹤0.01% 581

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CAS
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CA
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GC
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return