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 $20.8B AUM

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

Creative Planning's AABA Position: Q4 2019 in Review

Creative Planning sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 53,657 shares — an estimated $1.04M sold.

Creative Planning first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $6.71M in Q3 2017. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

Creative Planning reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 53,657 Altaba Inc shares in Q4 2019, an estimated $1.04M.
Creative Planning first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
Creative Planning's Altaba Inc position peaked at $6.71M in Q3 2017.
13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.