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Tiedemann Advisors’s Plexus PLXS Stock Holding History

Tiedemann Advisors’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,275
Closed -$527K – 312
2017
Q3 		$527K Sell
11,275
-23,206
-67% -$1.22M 0.05% 208
2017
Q2 		$1.81M Buy
34,481
+15,106
+78% +$801K 0.13% 133
2017
Q1 		$1.12M Buy
19,375
+8,600
+80% +$479K 0.09% 175
2016
Q4 		$582K Buy
+10,775
New +$533K 0.06% 192

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiedemann Advisors's PLXS Position: Q4 2017 in Review

Tiedemann Advisors sold out of Plexus (PLXS) in Q4 2017, closing a stake of 11,275 shares — an estimated $527K sold.

Tiedemann Advisors first reported a position in PLXS in Q4 2016 and held it in 4 quarters. The position peaked at $1.81M in Q2 2017. 205 funds tracked by Wall St. Rank hold PLXS as of Q4 2017.

  • Tiedemann Advisors reported no remaining Plexus position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 11,275 Plexus shares in Q4 2017, an estimated $527K.
  • Tiedemann Advisors first reported a position in Plexus in Q4 2016 and held it in 4 quarters.
  • Tiedemann Advisors's Plexus position peaked at $1.81M in Q2 2017.
  • 205 funds tracked by Wall St. Rank held Plexus as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.