PMFA
SITO

Plante Moran Financial Advisors’s SITO MOBILE, LTD SITO Stock Holding History

Plante Moran Financial Advisors’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,000
Closed -$37K – 891
2017
Q2 		$37K Sell
10,000
-10,000
-50% -$33.7K 0.02% 373
2017
Q1 		$51K Buy
+20,000
New +$45.4K 0.03% 315

Other funds holding SITO

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of SITO MOBILE, LTD (SITO) in Q3 2017, closing a stake of 10,000 shares — an estimated $37K sold.

Plante Moran Financial Advisors first reported a position in SITO in Q1 2017 and held it in 2 quarters. The position peaked at $51K in Q1 2017. 20 funds tracked by Wall St. Rank hold SITO as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining SITO MOBILE, LTD position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,000 SITO MOBILE, LTD shares in Q3 2017, an estimated $37K.
  • Plante Moran Financial Advisors first reported a position in SITO MOBILE, LTD in Q1 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's SITO MOBILE, LTD position peaked at $51K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q3 2017.

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