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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

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.



Here is the complete portfolio of Plante Moran Financial Advisors, LLC. Also check out:

1. Plante Moran Financial Advisors, LLC's Undervalued Stocks
2. Plante Moran Financial Advisors, LLC's Top Growth Companies, and
3. Plante Moran Financial Advisors, LLC's High Yield stocks
4. Stocks that Plante Moran Financial Advisors, LLC keeps buying

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