Creative Planning
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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

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TCM
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DSA
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Vanguard Group
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SIMG
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MCM
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JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return