Plante Moran Financial Advisors’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Plante Moran Financial Advisors’s Portfolio MTGE Stock Details MTGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-250	Closed	-$3K	–	1161
2015 Q4	$3K	Buy	+250	New	+$3.67K	﹤0.01%	844
2014 Q1	–	Sell	-622	Closed	-$11K	–	763
2013 Q4	$11K	Hold	622	–	–	0.01%	440
2013 Q3	$12K	Hold	622	–	–	0.01%	377
2013 Q2	$11K	Buy	+622	New	+$14.4K	0.01%	339

Other funds holding MTGE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return

Pine River Capital Management Minnetonka, Minnesota $2.12M AUM 4.47% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Harbor Asset Management Stamford, Connecticut $1.44B AUM 23.7% 1-Year Est. Return