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Plante Moran Financial Advisors’s Invesco International Dividend Achievers ETF PID Stock Holding History

Plante Moran Financial Advisors’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,200
Closed -$17K – 979
2015
Q3 		$17K Buy
+1,200
New +$19K 0.01% 402

Other funds holding PID

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Plante Moran Financial Advisors's PID Position: Q4 2015 in Review

Plante Moran Financial Advisors sold out of Invesco International Dividend Achievers ETF (PID) in Q4 2015, closing a stake of 1,200 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in PID in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 99 funds tracked by Wall St. Rank hold PID as of Q4 2015.

  • Plante Moran Financial Advisors reported no remaining Invesco International Dividend Achievers ETF position as of Q4 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,200 Invesco International Dividend Achievers ETF shares in Q4 2015, an estimated $17K.
  • Plante Moran Financial Advisors first reported a position in Invesco International Dividend Achievers ETF in Q3 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco International Dividend Achievers ETF position peaked at $17K in Q3 2015.
  • 99 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q4 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.