Plante Moran Financial Advisors, LLC Buys Berkshire Hathaway Inc, Globe Life Inc, ProAssurance Corp, Sells DTE Energy Co, SPDR S&P 500, iShares Core S&P 500

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Feb 17, 2020
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Southfield, MI, based Investment company Plante Moran Financial Advisors, LLC (Current Portfolio) buys Berkshire Hathaway Inc, Globe Life Inc, ProAssurance Corp, Vanguard Intermediate-Term Corporate Bond ETF, SPDR Gold Trust, sells DTE Energy Co, SPDR S&P 500, iShares Core S&P 500, iShares Russell 1000, Bank of Nova Scotia during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Plante Moran Financial Advisors, LLC. As of 2019Q4, Plante Moran Financial Advisors, LLC owns 736 stocks with a total value of $284 million. These are the details of the buys and sells.

For the details of Plante Moran Financial Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/plante+moran+financial+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Plante Moran Financial Advisors, LLC
  1. PepsiCo Inc (PEP) - 412,318 shares, 19.83% of the total portfolio. Shares added by 0.69%
  2. Stryker Corp (SYK) - 123,656 shares, 9.13% of the total portfolio. Shares reduced by 0.67%
  3. Yum Brands Inc (YUM) - 215,168 shares, 7.63% of the total portfolio. Shares reduced by 3.12%
  4. Yum China Holdings Inc (YUMC) - 216,024 shares, 3.65% of the total portfolio. Shares reduced by 8.45%
  5. SPDR S&P 500 (SPY) - 28,521 shares, 3.23% of the total portfolio. Shares reduced by 47.2%
New Purchase: Globe Life Inc (GL)

Plante Moran Financial Advisors, LLC initiated holding in Globe Life Inc. The purchase prices were between $92.36 and $106.63, with an estimated average price of $99.93. The stock is now traded at around $110.95. The impact to a portfolio due to this purchase was 0.86%. The holding were 23,200 shares as of .

New Purchase: ProAssurance Corp (PRA)

Plante Moran Financial Advisors, LLC initiated holding in ProAssurance Corp. The purchase prices were between $35.93 and $41.4, with an estimated average price of $38.27. The stock is now traded at around $33.05. The impact to a portfolio due to this purchase was 0.28%. The holding were 22,090 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Plante Moran Financial Advisors, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $90.42 and $91.79, with an estimated average price of $91.19. The stock is now traded at around $92.99. The impact to a portfolio due to this purchase was 0.26%. The holding were 8,042 shares as of .

New Purchase: CRISPR Therapeutics AG (CRSP)

Plante Moran Financial Advisors, LLC initiated holding in CRISPR Therapeutics AG. The purchase prices were between $36.68 and $73.13, with an estimated average price of $55.25. The stock is now traded at around $55.80. The impact to a portfolio due to this purchase was 0.11%. The holding were 5,050 shares as of .

New Purchase: Nuveen Preferred & Income Securities Fund (JPS)

Plante Moran Financial Advisors, LLC initiated holding in Nuveen Preferred & Income Securities Fund. The purchase prices were between $9.89 and $10.3, with an estimated average price of $10.03. The stock is now traded at around $10.40. The impact to a portfolio due to this purchase was 0.1%. The holding were 28,441 shares as of .

New Purchase: PowerShares FTSE RAFI US 1500 Small-Mid Portfolio (PRFZ)

Plante Moran Financial Advisors, LLC initiated holding in PowerShares FTSE RAFI US 1500 Small-Mid Portfolio. The purchase prices were between $123.01 and $137.55, with an estimated average price of $131.96. The stock is now traded at around $136.21. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,021 shares as of .

Added: Berkshire Hathaway Inc (BRK.A)

Plante Moran Financial Advisors, LLC added to a holding in Berkshire Hathaway Inc by 2100.00%. The purchase prices were between $305090 and $340380, with an estimated average price of $326054. The stock is now traded at around $340223.94. The impact to a portfolio due to this purchase was 2.51%. The holding were 22 shares as of .

Added: SPDR Gold Trust (GLD)

Plante Moran Financial Advisors, LLC added to a holding in SPDR Gold Trust by 42.87%. The purchase prices were between $137.01 and $142.9, with an estimated average price of $139.74. The stock is now traded at around $149.00. The impact to a portfolio due to this purchase was 0.18%. The holding were 12,158 shares as of .

Added: Vanguard Total International Stock (VXUS)

Plante Moran Financial Advisors, LLC added to a holding in Vanguard Total International Stock by 967.28%. The purchase prices were between $50.39 and $55.96, with an estimated average price of $53.83. The stock is now traded at around $55.38. The impact to a portfolio due to this purchase was 0.18%. The holding were 10,406 shares as of .

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Plante Moran Financial Advisors, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 620.67%. The purchase prices were between $80.76 and $81.3, with an estimated average price of $81.01. The stock is now traded at around $81.53. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,113 shares as of .

Added: Boeing Co (BA)

Plante Moran Financial Advisors, LLC added to a holding in Boeing Co by 233.86%. The purchase prices were between $325.76 and $376.54, with an estimated average price of $353.58. The stock is now traded at around $340.49. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,903 shares as of .

Added: VBI Vaccines Inc (VBIV)

Plante Moran Financial Advisors, LLC added to a holding in VBI Vaccines Inc by 242.00%. The purchase prices were between $0.5 and $1.38, with an estimated average price of $0.74. The stock is now traded at around $1.53. The impact to a portfolio due to this purchase was 0.12%. The holding were 342,000 shares as of .

Sold Out: Bank of Nova Scotia (BNS)

Plante Moran Financial Advisors, LLC sold out a holding in Bank of Nova Scotia. The sale prices were between $55.36 and $58, with an estimated average price of $56.81.

Sold Out: ManpowerGroup Inc (MAN)

Plante Moran Financial Advisors, LLC sold out a holding in ManpowerGroup Inc. The sale prices were between $80.55 and $97.36, with an estimated average price of $91.81.

Sold Out: SPDR Dow Jones Industrial Average (DIA)

Plante Moran Financial Advisors, LLC sold out a holding in SPDR Dow Jones Industrial Average. The sale prices were between $259.16 and $286.2, with an estimated average price of $274.52.

Sold Out: Allison Transmission Holdings Inc (ALSN)

Plante Moran Financial Advisors, LLC sold out a holding in Allison Transmission Holdings Inc. The sale prices were between $42.64 and $49.48, with an estimated average price of $46.55.

Sold Out: Advanced Micro Devices Inc (AMD)

Plante Moran Financial Advisors, LLC sold out a holding in Advanced Micro Devices Inc. The sale prices were between $28.23 and $46.63, with an estimated average price of $37.13.

Sold Out: R1 RCM Inc (RCM)

Plante Moran Financial Advisors, LLC sold out a holding in R1 RCM Inc. The sale prices were between $9.07 and $12.98, with an estimated average price of $11.5.



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