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Plante Moran Financial Advisors’s Provident Financial Services PFS Stock Holding History

Plante Moran Financial Advisors’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-280
Closed -$6K – 990
2015
Q4 		$6K Buy
+280
New +$5.71K ﹤0.01% 688

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BFA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Provident Financial Services (PFS) in Q1 2016, closing a stake of 280 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in PFS in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 151 funds tracked by Wall St. Rank hold PFS as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Provident Financial Services position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 280 Provident Financial Services shares in Q1 2016, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Provident Financial Services in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Provident Financial Services position peaked at $6K in Q4 2015.
  • 151 funds tracked by Wall St. Rank held Provident Financial Services as of Q1 2016.

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