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Plante Moran Financial Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Plante Moran Financial Advisors’s Portfolio PCEF Stock Details PCEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,533
Closed -$37K – 841
2014
Q3 		$37K Buy
+1,533
New +$38.3K 0.03% 302

Other funds holding PCEF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Plante Moran Financial Advisors's PCEF Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Invesco CEF Income Composite ETF (PCEF) in Q4 2014, closing a stake of 1,533 shares — an estimated $37K sold.

Plante Moran Financial Advisors first reported a position in PCEF in Q3 2014 and held it in 1 quarter. The position peaked at $37K in Q3 2014. 74 funds tracked by Wall St. Rank hold PCEF as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Invesco CEF Income Composite ETF position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,533 Invesco CEF Income Composite ETF shares in Q4 2014, an estimated $37K.
  • Plante Moran Financial Advisors first reported a position in Invesco CEF Income Composite ETF in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco CEF Income Composite ETF position peaked at $37K in Q3 2014.
  • 74 funds tracked by Wall St. Rank held Invesco CEF Income Composite ETF as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.