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PMFA
Plante Moran Financial Advisors’s
PTC
PTC
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
PTC Stock Details
PTC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-4
Closed
–
–
899
2019
Q2
$0
Sell
4
-23
-85%
-$2.06K
﹤0.01%
829
2019
Q1
$2K
Hold
27
–
–
﹤0.01%
721
2018
Q4
$2K
Hold
27
–
–
﹤0.01%
737
2018
Q3
$3K
Hold
27
–
–
﹤0.01%
655
2018
Q2
$3K
Hold
27
–
–
﹤0.01%
688
2018
Q1
$2K
Buy
+27
New
+$1.97K
﹤0.01%
855
2017
Q4
–
Sell
-23
Closed
-$1K
–
910
2017
Q3
$1K
Hold
23
–
–
﹤0.01%
780
2017
Q2
$1K
Sell
23
-40
-63%
-$2.2K
﹤0.01%
796
2017
Q1
$3K
Sell
63
-22
-26%
-$1.16K
﹤0.01%
767
2016
Q4
$4K
Buy
85
+45
+113%
+$2.1K
﹤0.01%
767
2016
Q3
$2K
Buy
+40
New
+$1.66K
﹤0.01%
846
2014
Q3
–
Sell
-120
Closed
-$5K
–
839
2014
Q2
$5K
Hold
120
–
–
﹤0.01%
668
2014
Q1
$4K
Hold
120
–
–
﹤0.01%
501
2013
Q4
$4K
Hold
120
–
–
﹤0.01%
562
2013
Q3
$3K
Hold
120
–
–
﹤0.01%
523
2013
Q2
$3K
Buy
+120
New
+$2.88K
﹤0.01%
503
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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