Plante Moran Financial Advisors’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,000	Closed	-$29K	–	976
2018 Q1	$29K	Buy	+1,000	New	+$29.7K	0.02%	442

Other funds holding VEGI

LSAG

Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

DIA

Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Plante Moran Financial Advisors's VEGI Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of iShares MSCI Agriculture Producers ETF (VEGI) in Q2 2018, closing a stake of 1,000 shares — an estimated $29K sold.

Plante Moran Financial Advisors first reported a position in VEGI in Q1 2018 and held it in 1 quarter. The position peaked at $29K in Q1 2018. 19 funds tracked by Wall St. Rank hold VEGI as of Q2 2018.

Plante Moran Financial Advisors reported no remaining iShares MSCI Agriculture Producers ETF position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,000 iShares MSCI Agriculture Producers ETF shares in Q2 2018, an estimated $29K.
Plante Moran Financial Advisors first reported a position in iShares MSCI Agriculture Producers ETF in Q1 2018 and held it in 1 quarter.
Plante Moran Financial Advisors's iShares MSCI Agriculture Producers ETF position peaked at $29K in Q1 2018.
19 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.