PMFA
WIN

Plante Moran Financial Advisors’s Windstream Holdings Inc WIN Stock Holding History

Plante Moran Financial Advisors’s Portfolio WIN Stock Details WIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-144
Closed -$9K – 731
2013
Q4 		$9K Buy
+144
New +$9.32K 0.01% 479

Other funds holding WIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Plante Moran Financial Advisors's WIN Position: Q1 2014 in Review

Plante Moran Financial Advisors sold out of Windstream Holdings Inc (WIN) in Q1 2014, closing a stake of 144 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in WIN in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 432 funds tracked by Wall St. Rank hold WIN as of Q1 2014.

  • Plante Moran Financial Advisors reported no remaining Windstream Holdings Inc position as of Q1 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 144 Windstream Holdings Inc shares in Q1 2014, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in Windstream Holdings Inc in Q4 2013 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Windstream Holdings Inc position peaked at $9K in Q4 2013.
  • 432 funds tracked by Wall St. Rank held Windstream Holdings Inc as of Q1 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2014, filed 21 Apr 2014.