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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

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 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 $1.56B AUM 25.77% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's WK Position: Q1 2017 in Review

Plante Moran Financial Advisors sold out of Workiva (WK) in Q1 2017, closing a stake of 137 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in WK in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 70 funds tracked by Wall St. Rank hold WK as of Q1 2017.

  • Plante Moran Financial Advisors reported no remaining Workiva position as of Q1 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 137 Workiva shares in Q1 2017, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Workiva in Q3 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Workiva position peaked at $2K in Q4 2016.
  • 70 funds tracked by Wall St. Rank held Workiva as of Q1 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2017, filed 1 May 2017.