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 1.32%
Capital Goods 1.83%
Conglomerates 0%
Consumer Cyclical 2.07%
Consumer/Non-Cyclical 12.3%
Energy 3.96%
Financial 33.06%
Healthcare 11.16%
Services 8.71%
Technology 12.53%
Transportation 3.37%
Utilities 9.44%

768 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ACCENTURE PLC IRELAND SHS CLASS A -45 Sold Out 0
ADAMS EXPRESS CO COM -23 Sold Out 0
AETNA INC NEW COM -33 Sold Out 0
AGILENT TECHNOLOGIES INC COM -58 Sold Out 0
ALLEGHENY TECHNOLOGIES INC COM -5 Sold Out 0
ALTERA CORP COM -5 Sold Out 0
AMERICAN CAP LTD COM -31 Sold Out 0
AMERICAN CAP MTG INVT CORP COM -12 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -4 Sold Out 0
APPLIED MATLS INC COM -6 Sold Out 0
ARES CAP CORP COM -7 Sold Out 0
ASHLAND INC NEW COM -32 Sold Out 0
ASTRAZENECA PLC SPONSORED ADR -214 Sold Out 0
AUTOZONE INC COM -57 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS Sold Out 0
AVIVA PLC ADR -6 Sold Out 0
AVON PRODS INC COM Sold Out 0
BANK NEW YORK MELLON CORP COM -26 Sold Out 0
BARCLAYS BANK PLC ADR PFD SR 5 -52 Sold Out 0
BARCLAYS BK PLC ADR 2 PREF 2 -39 Sold Out 0


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