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

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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.