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
Q3 		– Sell
-1,000
Closed -$1K – 2156
2019
Q2 		$1K Buy
+1,000
New +$70K ﹤0.01% 2014
2018
Q4 		– Sell
-2,000
Closed -$2K – 2183
2018
Q3 		$2K Buy
+2,000
New +$141K ﹤0.01% 2048

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B 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 $637M AUM 20.14% 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

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.