Creative Planning
AVG

Creative Planning’s AVG Technologies N.V. AVG Stock Holding History

Creative Planning’s Portfolio AVG Stock Details AVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-150
Closed -$4K – 5065
2016
Q3 		$4K Sell
150
-600
-80% -$14.7K ﹤0.01% 4044
2016
Q2 		$14K Sell
750
-50
-6% -$974 ﹤0.01% 3053
2016
Q1 		$17K Sell
800
-1,250
-61% -$23.4K ﹤0.01% 2895
2015
Q4 		$41K Buy
2,050
+1,050
+105% +$22.1K ﹤0.01% 2288
2015
Q3 		$22K Buy
+1,000
New +$25.4K ﹤0.01% 2667
2014
Q3 		– Sell
-200
Closed -$4K – 4272
2014
Q2 		$4K Buy
200
+100
+100% +$1.97K ﹤0.01% 3355
2014
Q1 		$2K Buy
+100
New +$1.83K ﹤0.01% 3429
2013
Q4 		– Sell
-2,259
Closed -$54K – 3588
2013
Q3 		$54K Buy
2,259
+2,156
+2,093% +$48K ﹤0.01% 1467
2013
Q2 		$2K Buy
+103
New +$1.71K ﹤0.01% 2888

Other funds holding AVG

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Creative Planning's AVG Position: Q4 2016 in Review

Creative Planning sold out of AVG Technologies N.V. (AVG) in Q4 2016, closing a stake of 150 shares — an estimated $4K sold.

Creative Planning first reported a position in AVG in Q2 2013 and held it in 9 quarters. The position peaked at $54K in Q3 2013. 5 funds tracked by Wall St. Rank hold AVG as of Q4 2016.

  • Creative Planning reported no remaining AVG Technologies N.V. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 150 AVG Technologies N.V. shares in Q4 2016, an estimated $4K.
  • Creative Planning first reported a position in AVG Technologies N.V. in Q2 2013 and held it in 9 quarters.
  • Creative Planning's AVG Technologies N.V. position peaked at $54K in Q3 2013.
  • 5 funds tracked by Wall St. Rank held AVG Technologies N.V. as of Q4 2016.

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