Creative Planning
APOL

Creative Planning’s Apollo Education Group Inc Class A APOL Stock Holding History

Creative Planning’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,058
Closed -$20K – 5136
2016
Q4 		$20K Buy
2,058
+1,933
+1,546% +$17.6K ﹤0.01% 3103
2016
Q3 		$1K Hold
125
– – ﹤0.01% 4524
2016
Q2 		$1K Buy
+125
New +$1.08K ﹤0.01% 4298
2016
Q1 		– Sell
-71
Closed -$1K – 4721
2015
Q4 		$1K Sell
71
-429
-86% -$3.55K ﹤0.01% 4335
2015
Q3 		$6K Buy
+500
New +$6.13K ﹤0.01% 3559
2015
Q1 		– Sell
-450
Closed -$15K – 4545
2014
Q4 		$15K Buy
450
+307
+215% +$9.05K ﹤0.01% 2884
2014
Q3 		$4K Buy
143
+43
+43% +$1.2K ﹤0.01% 3446
2014
Q2 		$3K Hold
100
– – ﹤0.01% 3454
2014
Q1 		$3K Hold
100
– – ﹤0.01% 3307
2013
Q4 		$3K Hold
100
– – ﹤0.01% 3052
2013
Q3 		$2K Hold
100
– – ﹤0.01% 3037
2013
Q2 		$2K Buy
+100
New +$1.9K ﹤0.01% 2885

Other funds holding APOL

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's APOL Position: Q1 2017 in Review

Creative Planning sold out of Apollo Education Group Inc Class A (APOL) in Q1 2017, closing a stake of 2,058 shares — an estimated $20K sold.

Creative Planning first reported a position in APOL in Q2 2013 and held it in 12 quarters. The position peaked at $20K in Q4 2016. 3 funds tracked by Wall St. Rank hold APOL as of Q1 2017.

  • Creative Planning reported no remaining Apollo Education Group Inc Class A position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 2,058 Apollo Education Group Inc Class A shares in Q1 2017, an estimated $20K.
  • Creative Planning first reported a position in Apollo Education Group Inc Class A in Q2 2013 and held it in 12 quarters.
  • Creative Planning's Apollo Education Group Inc Class A position peaked at $20K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q1 2017.

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