Creative Planning’s A V Homes, Inc. AVHI Stock Holding History

Creative Planning’s Portfolio AVHI Stock Details AVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-530	Closed	-$11K	–	4393
2017 Q2	$11K	Buy	530 +30	+6%	+$514	﹤0.01%	3596
2017 Q1	$8K	Hold	500	–	–	﹤0.01%	3761
2016 Q4	$8K	Buy	+500	New	+$8.06K	﹤0.01%	3726
2014 Q4	–	Sell	-127	Closed	-$2K	–	4447
2014 Q3	$2K	Hold	127	–	–	﹤0.01%	3734
2014 Q2	$2K	Sell	127 -542	-81%	-$9.32K	﹤0.01%	3572
2014 Q1	$12K	Hold	669	–	–	﹤0.01%	2688
2013 Q4	$12K	Hold	669	–	–	﹤0.01%	2496
2013 Q3	$12K	Hold	669	–	–	﹤0.01%	2375
2013 Q2	$12K	Buy	+669	New	+$9.15K	﹤0.01%	2204

Other funds holding AVHI

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Creative Planning's AVHI Position: Q3 2017 in Review

Creative Planning sold out of A V Homes, Inc. (AVHI) in Q3 2017, closing a stake of 530 shares — an estimated $11K sold.

Creative Planning first reported a position in AVHI in Q2 2013 and held it in 9 quarters. The position peaked at $12K in Q1 2014. 76 funds tracked by Wall St. Rank hold AVHI as of Q3 2017.

Creative Planning reported no remaining A V Homes, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 530 A V Homes, Inc. shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in A V Homes, Inc. in Q2 2013 and held it in 9 quarters.
Creative Planning's A V Homes, Inc. position peaked at $12K in Q1 2014.
76 funds tracked by Wall St. Rank held A V Homes, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.