Creative Planning’s Argo Group International Holdings, Ltd. ARGO Stock Holding History

Creative Planning’s Portfolio ARGO Stock Details ARGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-22,274	Closed	-$1M	–	4784
2016 Q2	$1M	Sell	22,274 -10,039	-31%	-$453K	0.01%	523
2016 Q1	$1.47M	Buy	32,313 +21	+0.1%	+$930	0.01%	390
2015 Q4	$1.53M	Sell	32,292 -50,830	-61%	-$2.49M	0.01%	378
2015 Q3	$3.72M	Hold	83,122	–	–	0.03%	188
2015 Q2	$3.66M	Buy	+83,122	New	+$3.45M	0.03%	188

Other funds holding ARGO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ARGO Position: Q3 2016 in Review

Creative Planning sold out of Argo Group International Holdings, Ltd. (ARGO) in Q3 2016, closing a stake of 22,274 shares — an estimated $1M sold.

Creative Planning first reported a position in ARGO in Q2 2015 and held it in 5 quarters. The position peaked at $3.72M in Q3 2015. 167 funds tracked by Wall St. Rank hold ARGO as of Q3 2016.

Creative Planning reported no remaining Argo Group International Holdings, Ltd. position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 22,274 Argo Group International Holdings, Ltd. shares in Q3 2016, an estimated $1M.
Creative Planning first reported a position in Argo Group International Holdings, Ltd. in Q2 2015 and held it in 5 quarters.
Creative Planning's Argo Group International Holdings, Ltd. position peaked at $3.72M in Q3 2015.
167 funds tracked by Wall St. Rank held Argo Group International Holdings, Ltd. as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.