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PMFA
Plante Moran Financial Advisors’s
Bank OZK
OZK
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
OZK Stock Details
OZK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-25
Closed
-$1K
–
826
2018
Q2
$1K
Sell
25
-15
-38%
-$715
﹤0.01%
776
2018
Q1
$2K
Buy
40
+15
+60%
+$759
﹤0.01%
853
2017
Q4
$1K
Buy
25
+5
+25%
+$232
﹤0.01%
843
2017
Q3
$1K
Sell
20
-560
-97%
-$24.9K
﹤0.01%
779
2017
Q2
$27K
Hold
580
–
–
0.02%
429
2017
Q1
$30K
Buy
580
+20
+4%
+$1.08K
0.02%
405
2016
Q4
$29K
Hold
560
–
–
0.02%
416
2016
Q3
$22K
Hold
560
–
–
0.01%
476
2016
Q2
$21K
Hold
560
–
–
0.02%
420
2016
Q1
$24K
Hold
560
–
–
0.02%
360
2015
Q4
$28K
Hold
560
–
–
0.02%
395
2015
Q3
$25K
Hold
560
–
–
0.02%
356
2015
Q2
$26K
Hold
560
–
–
0.02%
392
2015
Q1
$21K
Hold
560
–
–
0.01%
401
2014
Q4
$21K
Hold
560
–
–
0.02%
402
2014
Q3
$18K
Hold
560
–
–
0.02%
423
2014
Q2
$19K
Hold
560
–
–
0.02%
391
2014
Q1
$19K
Hold
560
–
–
0.02%
261
2013
Q4
$16K
Hold
560
–
–
0.01%
380
2013
Q3
$13K
Hold
560
–
–
0.01%
351
2013
Q2
$12K
Buy
+560
New
+$11.9K
0.01%
319
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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