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Plante Moran Financial Advisors’s Workiva WK Stock Holding History

Plante Moran Financial Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-137
Closed -$2K – 1048
2016
Q4 		$2K Buy
137
+42
+44% +$644 ﹤0.01% 879
2016
Q3 		$2K Buy
+95
New +$1.54K ﹤0.01% 864

Other funds holding WK

WEO
William E. Oberndorf $53.3M AUM 10.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
HWM
Highwater Wealth Management Glendale, Colorado $22.6M AUM 3.46% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return