Creative Planning
AOL

Creative Planning’s AOL INC COMMON STOCK AOL Stock Holding History

Creative Planning’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,229
Closed -$49K – 4047
2015
Q1 		$49K Buy
1,229
+46
+4% +$1.97K ﹤0.01% 2051
2014
Q4 		$55K Buy
1,183
+169
+17% +$7.44K ﹤0.01% 1957
2014
Q3 		$46K Sell
1,014
-62
-6% -$2.59K ﹤0.01% 1984
2014
Q2 		$43K Buy
1,076
+36
+3% +$1.42K ﹤0.01% 1970
2014
Q1 		$46K Buy
1,040
+8
+0.8% +$362 ﹤0.01% 1862
2013
Q4 		$48K Buy
1,032
+441
+75% +$18K ﹤0.01% 1638
2013
Q3 		$20K Sell
591
-94
-14% -$3.35K ﹤0.01% 2121
2013
Q2 		$25K Buy
+685
New +$25.6K ﹤0.01% 1808

Other funds holding AOL

HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
IRF
IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Creative Planning's AOL Position: Q2 2015 in Review

Creative Planning sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 1,229 shares — an estimated $49K sold.

Creative Planning first reported a position in AOL in Q2 2013 and held it in 8 quarters. The position peaked at $55K in Q4 2014. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

  • Creative Planning reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 1,229 AOL INC COMMON STOCK shares in Q2 2015, an estimated $49K.
  • Creative Planning first reported a position in AOL INC COMMON STOCK in Q2 2013 and held it in 8 quarters.
  • Creative Planning's AOL INC COMMON STOCK position peaked at $55K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.