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Plante Moran Financial Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Plante Moran Financial Advisors’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-203
Closed -$3K – 990
2016
Q4 		$3K Hold
203
– – ﹤0.01% 805
2016
Q3 		$3K Buy
203
+73
+56% +$939 ﹤0.01% 797
2016
Q2 		$2K Sell
130
-113
-47% -$1.36K ﹤0.01% 802
2016
Q1 		$3K Buy
+243
New +$2.7K ﹤0.01% 663

Other funds holding PFLT

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's PFLT Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of PennantPark Floating Rate Capital (PFLT) in Q1 2017, closing a stake of 203 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in PFLT in Q1 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2016. 77 funds tracked by Wall St. Rank hold PFLT as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining PennantPark Floating Rate Capital position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 203 PennantPark Floating Rate Capital shares in Q1 2017, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in PennantPark Floating Rate Capital in Q1 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's PennantPark Floating Rate Capital position peaked at $3K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.