PMFA
PMR

Plante Moran Financial Advisors’s Invesco Dynamic Retail ETF PMR Stock Holding History

Plante Moran Financial Advisors’s Portfolio PMR Stock Details PMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-72
Closed -$3K – 823
2014
Q4 		$3K Buy
+72
New +$2.56K ﹤0.01% 746

Other funds holding PMR

SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Plante Moran Financial Advisors's PMR Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Invesco Dynamic Retail ETF (PMR) in Q1 2015, closing a stake of 72 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in PMR in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 19 funds tracked by Wall St. Rank hold PMR as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Invesco Dynamic Retail ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 72 Invesco Dynamic Retail ETF shares in Q1 2015, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Invesco Dynamic Retail ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Dynamic Retail ETF position peaked at $3K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held Invesco Dynamic Retail ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.