PMFA
PXMC

Plante Moran Financial Advisors’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

Plante Moran Financial Advisors’s Portfolio PXMC Stock Details PXMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-470
Closed -$21K – 907
2017
Q2 		$21K Buy
+470
New +$21K 0.01% 470

Other funds holding PXMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's PXMC Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q3 2017, closing a stake of 470 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in PXMC in Q2 2017 and held it in 1 quarter. The position peaked at $21K in Q2 2017. 18 funds tracked by Wall St. Rank hold PXMC as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 470 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q3 2017, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $21K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.