PMFA
RWT icon

Plante Moran Financial Advisors’s Redwood Trust RWT Stock Holding History

Plante Moran Financial Advisors’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-520
Closed -$9K – 847
2014
Q3 		$9K Hold
520
– – 0.01% 565
2014
Q2 		$10K Buy
+520
New +$10.4K 0.01% 541

Other funds holding RWT

WIM
Weitz Investment Management Omaha, Nebraska $1.44B AUM 3.53% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Plante Moran Financial Advisors's RWT Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Redwood Trust (RWT) in Q4 2014, closing a stake of 520 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in RWT in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q2 2014. 161 funds tracked by Wall St. Rank hold RWT as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Redwood Trust position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 520 Redwood Trust shares in Q4 2014, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Redwood Trust in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Redwood Trust position peaked at $10K in Q2 2014.
  • 161 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.