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

Other funds holding WHF

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return

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