PMFA
SPE

Plante Moran Financial Advisors’s Special Opportunities Fund SPE Stock Holding History

Plante Moran Financial Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,727
Closed -$112K – 850
2014
Q3 		$112K Buy
6,727
+4,900
+268% +$81.6K 0.1% 158
2014
Q2 		$31K Buy
+1,827
New +$31K 0.03% 306