Creative Planning
ANGI icon

Creative Planning’s Angi Inc ANGI Stock Holding History

Creative Planning’s Portfolio ANGI Stock Details ANGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10
Closed -$1K – 1963
2017
Q2 		$1K Hold
10
– – ﹤0.01% 4400
2017
Q1 		$1K Hold
10
– – ﹤0.01% 4395
2016
Q4 		$1K Hold
10
– – ﹤0.01% 4390
2016
Q3 		$1K Buy
+10
New +$876 ﹤0.01% 4345
2016
Q1 		– Sell
-50
Closed -$5K – 4309
2015
Q4 		$5K Buy
+50
New +$4.17K ﹤0.01% 3648
2014
Q1 		– Sell
-150
Closed -$23K – 3617
2013
Q4 		$23K Buy
+150
New +$21.4K ﹤0.01% 2096

Other funds holding ANGI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
TCS Capital Management New York $121M AUM 72.39% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
JCM
JS Capital Management New York $223M AUM 104.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's ANGI Position: Q3 2017 in Review

Creative Planning sold out of Angi Inc (ANGI) in Q3 2017, closing a stake of 10 shares — an estimated $1K sold.

Creative Planning first reported a position in ANGI in Q4 2013 and held it in 6 quarters. The position peaked at $23K in Q4 2013. 78 funds tracked by Wall St. Rank hold ANGI as of Q3 2017.

  • Creative Planning reported no remaining Angi Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10 Angi Inc shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Angi Inc in Q4 2013 and held it in 6 quarters.
  • Creative Planning's Angi Inc position peaked at $23K in Q4 2013.
  • 78 funds tracked by Wall St. Rank held Angi Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.