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Plante Moran Financial Advisors’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Plante Moran Financial Advisors’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-133
Closed -$5K – 811
2014
Q4 		$5K Buy
+133
New +$4.51K ﹤0.01% 669

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Plante Moran Financial Advisors's UPGD Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2015, closing a stake of 133 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in UPGD in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 28 funds tracked by Wall St. Rank hold UPGD as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 133 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2015, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $5K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.