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Plante Moran Financial Advisors’s Ubiquiti UI Stock Holding History

Plante Moran Financial Advisors’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-600
Closed -$23K – 856
2014
Q3 		$23K Hold
600
– – 0.02% 388
2014
Q2 		$27K Buy
+600
New +$23.6K 0.02% 339

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AC
Axon Capital New York $73.7M AUM
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Plante Moran Financial Advisors's UI Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Ubiquiti (UI) in Q4 2014, closing a stake of 600 shares — an estimated $23K sold.

Plante Moran Financial Advisors first reported a position in UI in Q2 2014 and held it in 2 quarters. The position peaked at $27K in Q2 2014. 151 funds tracked by Wall St. Rank hold UI as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining Ubiquiti position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 600 Ubiquiti shares in Q4 2014, an estimated $23K.
  • Plante Moran Financial Advisors first reported a position in Ubiquiti in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Ubiquiti position peaked at $27K in Q2 2014.
  • 151 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.