PMFA
SAFE

Plante Moran Financial Advisors’s Safehold Inc. SAFE Stock Holding History

Plante Moran Financial Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,100
Closed -$21K – 911
2017
Q2 		$21K Buy
+1,100
New +$21.1K 0.01% 471

Other funds holding SAFE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Plante Moran Financial Advisors sold out of Safehold Inc. (SAFE) in Q3 2017, closing a stake of 1,100 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in SAFE in Q2 2017 and held it in 1 quarter. The position peaked at $21K in Q2 2017. 45 funds tracked by Wall St. Rank hold SAFE as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining Safehold Inc. position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,100 Safehold Inc. shares in Q3 2017, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in Safehold Inc. in Q2 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Safehold Inc. position peaked at $21K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2017.

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