PMFA
SCS

Plante Moran Financial Advisors’s Steelcase SCS Stock Holding History

Plante Moran Financial Advisors’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-540
Closed -$8K – 1001
2015
Q4 		$8K Buy
+540
New +$10.2K 0.01% 616
2014
Q4 		– Sell
-700
Closed -$11K – 849
2014
Q3 		$11K Hold
700
– – 0.01% 518
2014
Q2 		$11K Buy
+700
New +$11.5K 0.01% 510

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Plante Moran Financial Advisors's SCS Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Steelcase (SCS) in Q1 2016, closing a stake of 540 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in SCS in Q2 2014 and held it in 3 quarters. The position peaked at $11K in Q3 2014. 202 funds tracked by Wall St. Rank hold SCS as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Steelcase position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 540 Steelcase shares in Q1 2016, an estimated $8K.
  • Plante Moran Financial Advisors first reported a position in Steelcase in Q2 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Steelcase position peaked at $11K in Q3 2014.
  • 202 funds tracked by Wall St. Rank held Steelcase as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.