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Plante Moran Financial Advisors’s Invesco Food & Beverage ETF PBJ Stock Holding History

Plante Moran Financial Advisors’s Portfolio PBJ Stock Details PBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-371
Closed -$11K – 887
2018
Q4 		$11K Buy
+371
New +$11.9K ﹤0.01% 492

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Plante Moran Financial Advisors's PBJ Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2019, closing a stake of 371 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in PBJ in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 36 funds tracked by Wall St. Rank hold PBJ as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Invesco Food & Beverage ETF position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 371 Invesco Food & Beverage ETF shares in Q1 2019, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Invesco Food & Beverage ETF in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Food & Beverage ETF position peaked at $11K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.