PMFA
SCWX

Plante Moran Financial Advisors’s SecureWorks Corp Class A Common Stock SCWX Stock Holding History

Plante Moran Financial Advisors’s Portfolio SCWX Stock Details SCWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$3K – 1048
2016
Q3 		$3K Hold
200
– – ﹤0.01% 808
2016
Q2 		$3K Buy
+200
New +$2.72K ﹤0.01% 755

Other funds holding SCWX

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MCM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Plante Moran Financial Advisors's SCWX Position: Q4 2016 in Review

Plante Moran Financial Advisors sold out of SecureWorks Corp Class A Common Stock (SCWX) in Q4 2016, closing a stake of 200 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in SCWX in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 62 funds tracked by Wall St. Rank hold SCWX as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining SecureWorks Corp Class A Common Stock position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 SecureWorks Corp Class A Common Stock shares in Q4 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in SecureWorks Corp Class A Common Stock in Q2 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's SecureWorks Corp Class A Common Stock position peaked at $3K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held SecureWorks Corp Class A Common Stock as of Q4 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.