Creative Planning
AFAM

Creative Planning’s Almost Family Inc AFAM Stock Holding History

Creative Planning’s Portfolio AFAM Stock Details AFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-700
Closed -$31K – 5172
2016
Q4 		$31K Buy
+700
New +$28.5K ﹤0.01% 2777
2015
Q2 		– Sell
-221
Closed -$10K – 4214
2015
Q1 		$10K Buy
+221
New +$7.4K ﹤0.01% 3234
2014
Q3 		– Sell
-1,819
Closed -$40K – 4385
2014
Q2 		$40K Sell
1,819
-1,900
-51% -$41.3K ﹤0.01% 2036
2014
Q1 		$86K Buy
3,719
+2,400
+182% +$68K ﹤0.01% 1499
2013
Q4 		$43K Hold
1,319
– – ﹤0.01% 1726
2013
Q3 		$26K Hold
1,319
– – ﹤0.01% 1953
2013
Q2 		$25K Buy
+1,319
New +$26.1K ﹤0.01% 1812

Other funds holding AFAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's AFAM Position: Q1 2017 in Review

Creative Planning sold out of Almost Family Inc (AFAM) in Q1 2017, closing a stake of 700 shares — an estimated $31K sold.

Creative Planning first reported a position in AFAM in Q2 2013 and held it in 7 quarters. The position peaked at $86K in Q1 2014. 140 funds tracked by Wall St. Rank hold AFAM as of Q1 2017.

  • Creative Planning reported no remaining Almost Family Inc position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 700 Almost Family Inc shares in Q1 2017, an estimated $31K.
  • Creative Planning first reported a position in Almost Family Inc in Q2 2013 and held it in 7 quarters.
  • Creative Planning's Almost Family Inc position peaked at $86K in Q1 2014.
  • 140 funds tracked by Wall St. Rank held Almost Family Inc as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.