Creative Planning
ANTX

Creative Planning’s Anthem, Inc. ANTX Stock Holding History

Creative Planning’s Portfolio ANTX Stock Details ANTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-54
Closed -$2K – 5013
2016
Q3 		$2K Hold
54
– – ﹤0.01% 4313
2016
Q2 		$2K Sell
54
-23
-30% -$1.05K ﹤0.01% 4101
2016
Q1 		$4K Hold
77
– – ﹤0.01% 3744
2015
Q4 		$4K Buy
+77
New +$3.56K ﹤0.01% 3843

Other funds holding ANTX

CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ANTX Position: Q4 2016 in Review

Creative Planning sold out of Anthem, Inc. (ANTX) in Q4 2016, closing a stake of 54 shares — an estimated $2K sold.

Creative Planning first reported a position in ANTX in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2016. 49 funds tracked by Wall St. Rank hold ANTX as of Q4 2016.

  • Creative Planning reported no remaining Anthem, Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 54 Anthem, Inc. shares in Q4 2016, an estimated $2K.
  • Creative Planning first reported a position in Anthem, Inc. in Q4 2015 and held it in 4 quarters.
  • Creative Planning's Anthem, Inc. position peaked at $4K in Q1 2016.
  • 49 funds tracked by Wall St. Rank held Anthem, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.