Creative Planning
AABA

Creative Planning’s Altaba Inc AABA Stock Holding History

Creative Planning’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-53,657
Closed -$1.04M – 2171
2019
Q3 		$1.04M Sell
53,657
-19,460
-27% -$1.29M ﹤0.01% 735
2019
Q2 		$5.07M Sell
73,117
-6,488
-8% -$454K 0.02% 283
2019
Q1 		$5.9M Sell
79,605
-4,082
-5% -$281K 0.02% 248
2018
Q4 		$4.85M Buy
83,687
+5,306
+7% +$327K 0.02% 249
2018
Q3 		$5.34M Sell
78,381
-404
-0.5% -$28.5K 0.02% 257
2018
Q2 		$5.77M Buy
78,785
+533
+0.7% +$39.9K 0.02% 233
2018
Q1 		$5.79M Sell
78,252
-4,958
-6% -$374K 0.02% 220
2017
Q4 		$5.81M Sell
83,210
-18,070
-18% -$1.26M 0.03% 216
2017
Q3 		$6.71M Buy
101,280
+1,945
+2% +$119K 0.03% 185
2017
Q2 		$5.41M Buy
+99,335
New +$5.41M 0.03% 208

Other funds holding AABA

CWM
CIBC World Markets New York $19.9B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return