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Plante Moran Financial Advisors’s VirnetX Holding Corp VHC Stock Holding History

Plante Moran Financial Advisors’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40
Closed -$5K – 862
2014
Q3 		$5K Hold
40
– – ﹤0.01% 684
2014
Q2 		$14K Hold
40
– – 0.01% 445
2014
Q1 		$11K Hold
40
– – 0.01% 352
2013
Q4 		$16K Hold
40
– – 0.01% 381
2013
Q3 		$16K Hold
40
– – 0.01% 315
2013
Q2 		$16K Buy
+40
New +$17K 0.01% 274

Other funds holding VHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of VirnetX Holding Corp (VHC) in Q4 2014, closing a stake of 40 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in VHC in Q2 2013 and held it in 6 quarters. The position peaked at $16K in Q4 2013. 88 funds tracked by Wall St. Rank hold VHC as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining VirnetX Holding Corp position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 VirnetX Holding Corp shares in Q4 2014, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in VirnetX Holding Corp in Q2 2013 and held it in 6 quarters.
  • Plante Moran Financial Advisors's VirnetX Holding Corp position peaked at $16K in Q4 2013.
  • 88 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q4 2014.

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