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Plante Moran Financial Advisors’s PBF Energy PBF Stock Holding History

Plante Moran Financial Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-310
Closed -$11K – 988
2015
Q4 		$11K Buy
+310
New +$10.9K 0.01% 561
2014
Q4 		– Sell
-420
Closed -$10K – 840
2014
Q3 		$10K Hold
420
– – 0.01% 541
2014
Q2 		$11K Buy
+420
New +$12.4K 0.01% 508

Other funds holding PBF

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plante Moran Financial Advisors's PBF Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of PBF Energy (PBF) in Q1 2016, closing a stake of 310 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in PBF in Q2 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2015. 246 funds tracked by Wall St. Rank hold PBF as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining PBF Energy position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 310 PBF Energy shares in Q1 2016, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in PBF Energy in Q2 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's PBF Energy position peaked at $11K in Q4 2015.
  • 246 funds tracked by Wall St. Rank held PBF Energy as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.