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Plante Moran Financial Advisors’s WhiteHorse Finance WHF Stock Holding History

Plante Moran Financial Advisors’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-715
Closed -$9K – 864
2014
Q3 		$9K Hold
715
– – 0.01% 568
2014
Q2 		$10K Hold
715
– – 0.01% 545
2014
Q1 		$10K Buy
+715
New +$10.4K 0.01% 374

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YMRC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of WhiteHorse Finance (WHF) in Q4 2014, closing a stake of 715 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in WHF in Q1 2014 and held it in 3 quarters. The position peaked at $10K in Q2 2014. 26 funds tracked by Wall St. Rank hold WHF as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining WhiteHorse Finance position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 715 WhiteHorse Finance shares in Q4 2014, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in WhiteHorse Finance in Q1 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's WhiteHorse Finance position peaked at $10K in Q2 2014.
  • 26 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q4 2014.

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