PLANTE MORAN FINANCIAL ADVISORS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 858
New Positions 42
Increased Positions 159
Decreased Positions 267
Positions with Activity 426
Sold Out Positions 126
Total Mkt Value (in $ millions) 146

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

Sector Weighting

Basic Materials 1.66%
Capital Goods 1.94%
Conglomerates 0%
Consumer Cyclical 3.17%
Consumer/Non-Cyclical 13.49%
Energy 3.45%
Financial 33.22%
Healthcare 8.73%
Services 7.41%
Technology 11.89%
Transportation 3.11%
Utilities 11.33%

858 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
PIMCO ETF TR 1-5 US TIP IDX -25 Sold Out 0
ISHARES TR 7-10 Y TR BD ETF 123 New 1,149
ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 63 New 2,500
SPDR SERIES TRUST AEROSPACE DEF -3 Sold Out 0
UBS AG JERSEY BRH ALERIAN INFRST 61 .38 1,583
ALPS ETF TR ALERIAN MLP 54 New 3,253
HONDA MOTOR LTD AMERN SHS 11 New 315
ISHARES BELGIUM CAPD ETF -4 Sold Out 0
SPDR SERIES TRUST BRC CNV SECS ETF -240 Sold Out 0
FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 13 New 325
AMPHENOL CORP NEW CL A 33 New 572
BERKSHIRE HATHAWAY INC DEL CL A 215 New 1
BROADCOM CORP CL A 6 New 108
BROWN FORMAN CORP CL A 694 New 6,747
COGNIZANT TECHNOLOGY SOLUTIONS CL A 64 -12 (16.31) 990
COMCAST CORP NEW CL A 254 New 4,341
FACEBOOK INC CL A 119 50 72.25 1,502
FAIRWAY GROUP HLDGS CORP CL A New 100
GOOGLE INC CL A 521 111 27.00 955
GOPRO INC CL A -30 Sold Out 0


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