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Plante Moran Financial Advisors’s Sabesp SBS Stock Holding History

Plante Moran Financial Advisors’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,929
Closed -$7K – 878
2019
Q3 		$7K Buy
+2,929
New +$7.38K ﹤0.01% 653
2018
Q3 		– Sell
-294
Closed – – 837
2018
Q2 		$0 Sell
294
-526
-64% -$828 ﹤0.01% 948
2018
Q1 		$2K Buy
820
+526
+179% +$1.13K ﹤0.01% 859
2017
Q4 		$1K Hold
294
– – ﹤0.01% 846
2017
Q3 		$1K Hold
294
– – ﹤0.01% 783
2017
Q2 		$1K Hold
294
– – ﹤0.01% 800
2017
Q1 		$1K Buy
+294
New +$580 ﹤0.01% 838

Other funds holding SBS

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Plante Moran Financial Advisors's SBS Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Sabesp (SBS) in Q4 2019, closing a stake of 2,929 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in SBS in Q1 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2019. 186 funds tracked by Wall St. Rank hold SBS as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Sabesp position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,929 Sabesp shares in Q4 2019, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Sabesp in Q1 2017 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Sabesp position peaked at $7K in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Sabesp as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.