PMFA
MPV

Plante Moran Financial Advisors’s Barings Participation Investors MPV Stock Holding History

Plante Moran Financial Advisors’s Portfolio MPV Stock Details MPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-440
Closed -$6K – 917
2018
Q1 		$6K Hold
440
– – ﹤0.01% 692
2017
Q4 		$6K Buy
+440
New +$6.4K ﹤0.01% 681

Other funds holding MPV

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Barings Participation Investors (MPV) in Q2 2018, closing a stake of 440 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in MPV in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 29 funds tracked by Wall St. Rank hold MPV as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Barings Participation Investors position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 440 Barings Participation Investors shares in Q2 2018, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Barings Participation Investors in Q4 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Barings Participation Investors position peaked at $6K in Q1 2018.
  • 29 funds tracked by Wall St. Rank held Barings Participation Investors as of Q2 2018.

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