PMFA
PVTB

Plante Moran Financial Advisors’s PrivateBancorp Inc PVTB Stock Holding History

Plante Moran Financial Advisors’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,675
Closed -$515K – 935
2017
Q1 		$515K Buy
+8,675
New +$486K 0.31% 71

Other funds holding PVTB

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Plante Moran Financial Advisors's PVTB Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of PrivateBancorp Inc (PVTB) in Q2 2017, closing a stake of 8,675 shares — an estimated $515K sold.

Plante Moran Financial Advisors first reported a position in PVTB in Q1 2017 and held it in 1 quarter. The position peaked at $515K in Q1 2017. 2 funds tracked by Wall St. Rank hold PVTB as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining PrivateBancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 8,675 PrivateBancorp Inc shares in Q2 2017, an estimated $515K.
  • Plante Moran Financial Advisors first reported a position in PrivateBancorp Inc in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's PrivateBancorp Inc position peaked at $515K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held PrivateBancorp Inc as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.