PLANTE MORAN FINANCIAL ADVISORS, LLC Information

27400 NORTHWESTERN HIGHWAY, SOUTHFIELD, Michigan, 48034, (248) 223-3400

Report Date: 03/31/2014

Position Statistics

Total Positions 768
New Positions 69
Increased Positions 125
Decreased Positions 320
Positions with Activity 445
Sold Out Positions 140
Total Mkt Value (in $ millions) 96

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.31%
Capital Goods 1.83%
Conglomerates 0%
Consumer Cyclical 2%
Consumer/Non-Cyclical 12.27%
Energy 3.98%
Financial 32.89%
Healthcare 10.96%
Services 8.67%
Technology 12.87%
Transportation 3.45%
Utilities 9.5%

768 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FERRELLGAS PARTNERS L.P. UNIT LTD PART 166 New 6,489
ALLERGAN INC COM 166 -2 (1.1) 989
VANGUARD BD INDEX FD INC TOTAL BND MRKT 163 New 1,987
CRANE CO COM 162 159 4,866.67 2,235
SEMPRA ENERGY COM 162 New 1,576
CLOROX CO DEL COM 156 1 .36 1,694
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 153 17 12.50 1,800
COMCAST CORP NEW CL A SPL 150 -3 (1.96) 2,758
KIMBERLY CLARK CORP COM 149 -126 (45.83) 1,318
VANGUARD INDEX FDS SMALL CP ETF 149 37 32.89 1,301
UNITED TECHNOLOGIES CORP COM 145 -50 (25.58) 1,277
CMS ENERGY CORP COM 144 -3 (2.07) 4,740
MONDELEZ INTL INC CL A 144 -61 (29.86) 3,730
QUALCOMM INC COM 142 -49 (25.45) 1,790
NORTH EUROPEAN OIL RTY TR SH BEN INT 138 New 5,932
VANGUARD INDEX FDS GROWTH ETF 137 25 22.67 1,380
ISHARES MRGSTR MD CP VAL 136 New 1,100
ISHARES RUS MD CP GR ETF 133 -32 (19.32) 1,503
BROADRIDGE FINL SOLUTIONS INC COM 131 New 3,211
BUCKEYE PARTNERS L P UNIT LTD PARTN 127 New 1,550


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