Plante Moran Financial Advisors’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-40
Closed -$1K 1040
2016
Q3
$1K Hold
40
﹤0.01% 901
2016
Q2
$1K Hold
40
﹤0.01% 867
2016
Q1
$1K Sell
40
-810
-95% -$28.2K ﹤0.01% 814
2015
Q4
$33K Buy
+850
New +$34.4K 0.02% 373

Other funds holding UHAL

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

Plante Moran Financial Advisors sold out of U-Haul Holding Co (UHAL) in Q4 2016, closing a stake of 40 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in UHAL in Q4 2015 and held it in 4 quarters. The position peaked at $33K in Q4 2015. 225 funds tracked by Wall St. Rank hold UHAL as of Q4 2016.

  • Plante Moran Financial Advisors reported no remaining U-Haul Holding Co position as of Q4 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 U-Haul Holding Co shares in Q4 2016, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in U-Haul Holding Co in Q4 2015 and held it in 4 quarters.
  • Plante Moran Financial Advisors's U-Haul Holding Co position peaked at $33K in Q4 2015.
  • 225 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2016.

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