Plante Moran Financial Advisors’s Simpson Manufacturing SSD Stock Holding History

Plante Moran Financial Advisors’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11	Closed	-$1K	–	958
2018 Q1	$1K	Buy	+11	New	+$636	﹤0.01%	914
2017 Q1	–	Sell	-58	Closed	-$3K	–	1015
2016 Q4	$3K	Sell	58 -36	-38%	-$1.61K	﹤0.01%	812
2016 Q3	$4K	Buy	94 +14	+18%	+$596	﹤0.01%	754
2016 Q2	$3K	Sell	80 -18	-18%	-$692	﹤0.01%	744
2016 Q1	$4K	Buy	+98	New	+$3.32K	﹤0.01%	629

Other funds holding SSD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return