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Plante Moran Financial Advisors’s Rogers Communications RCI Stock Holding History

Plante Moran Financial Advisors’s Portfolio RCI Stock Details RCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-284
Closed -$13K – 892
2017
Q1 		$13K Buy
284
+38
+15% +$1.59K 0.01% 539
2016
Q4 		$9K Hold
246
– – 0.01% 607
2016
Q3 		$10K Buy
246
+120
+95% +$5.15K 0.01% 599
2016
Q2 		$5K Buy
+126
New +$4.89K ﹤0.01% 643

Other funds holding RCI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Rogers Communications (RCI) in Q2 2017, closing a stake of 284 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in RCI in Q2 2016 and held it in 4 quarters. The position peaked at $13K in Q1 2017. 240 funds tracked by Wall St. Rank hold RCI as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Rogers Communications position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 284 Rogers Communications shares in Q2 2017, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Rogers Communications in Q2 2016 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Rogers Communications position peaked at $13K in Q1 2017.
  • 240 funds tracked by Wall St. Rank held Rogers Communications as of Q2 2017.

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