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Plante Moran Financial Advisors’s Stagwell STGW Stock Holding History

Plante Moran Financial Advisors’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-150
Closed -$1K – 1017
2016
Q4 		$1K Buy
+150
New +$1.11K ﹤0.01% 932
2016
Q1 		– Sell
-104
Closed -$2K – 1013
2015
Q4 		$2K Buy
+104
New +$2.2K ﹤0.01% 871

Other funds holding STGW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Taylor Asset Management Toronto, Ontario, Canada $154M AUM 10.32% 1-Year Est. Return

Plante Moran Financial Advisors's STGW Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Stagwell (STGW) in Q1 2017, closing a stake of 150 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in STGW in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2015. 118 funds tracked by Wall St. Rank hold STGW as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Stagwell position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Stagwell shares in Q1 2017, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Stagwell in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Stagwell position peaked at $2K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held Stagwell as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.