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Reilly Financial Advisors’s Preformed Line Products PLPC Stock Holding History

Reilly Financial Advisors’s Portfolio PLPC Stock Details PLPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-109
Closed -$6K – 851
2014
Q3 		$6K Hold
109
– – ﹤0.01% 611
2014
Q2 		$6K Hold
109
– – ﹤0.01% 648
2014
Q1 		$7K Hold
109
– – ﹤0.01% 625
2013
Q4 		$8K Hold
109
– – ﹤0.01% 577
2013
Q3 		$8K Hold
109
– – ﹤0.01% 513
2013
Q2 		$7K Buy
+109
New +$7.92K ﹤0.01% 554

Other funds holding PLPC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Reilly Financial Advisors's PLPC Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Preformed Line Products (PLPC) in Q4 2014, closing a stake of 109 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in PLPC in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q4 2013. 55 funds tracked by Wall St. Rank hold PLPC as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Preformed Line Products position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 109 Preformed Line Products shares in Q4 2014, an estimated $6K.
  • Reilly Financial Advisors first reported a position in Preformed Line Products in Q2 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Preformed Line Products position peaked at $8K in Q4 2013.
  • 55 funds tracked by Wall St. Rank held Preformed Line Products as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.