PMFA
NFO

Plante Moran Financial Advisors’s Invesco Insider Sentiment ETF NFO Stock Holding History

Plante Moran Financial Advisors’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-96
Closed -$5K – 830
2014
Q4 		$5K Buy
+96
New +$4.59K ﹤0.01% 673

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2015, closing a stake of 96 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in NFO in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 31 funds tracked by Wall St. Rank hold NFO as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Invesco Insider Sentiment ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 96 Invesco Insider Sentiment ETF shares in Q1 2015, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Invesco Insider Sentiment ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Insider Sentiment ETF position peaked at $5K in Q4 2014.
  • 31 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2015.

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