Creative Planning
AVID

Creative Planning’s Avid Technology Inc AVID Stock Holding History

Creative Planning’s Portfolio AVID Stock Details AVID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-766
Closed -$4K – 3920
2017
Q2 		$4K Sell
766
-1
-0.1% -$5 ﹤0.01% 4123
2017
Q1 		$4K Buy
767
+614
+401% +$3.17K ﹤0.01% 4090
2016
Q4 		$1K Sell
153
-499
-77% -$2.78K ﹤0.01% 4523
2016
Q3 		$5K Buy
652
+501
+332% +$3.85K ﹤0.01% 3913
2016
Q2 		$1K Buy
151
+86
+132% +$506 ﹤0.01% 4245
2016
Q1 		$0 Hold
65
– – ﹤0.01% 4592
2015
Q4 		$0 Hold
65
– – ﹤0.01% 4633
2015
Q3 		$1K Buy
+65
New +$668 ﹤0.01% 4178
2015
Q2 		– Sell
-65
Closed -$1K – 3218
2015
Q1 		$1K Hold
65
– – ﹤0.01% 4096
2014
Q4 		$1K Buy
+65
New +$921 ﹤0.01% 4028
2014
Q1 		– Sell
-65
Closed -$1K – 3792
2013
Q4 		$1K Hold
65
– – ﹤0.01% 3241
2013
Q3 		$0 Hold
65
– – ﹤0.01% 3391
2013
Q2 		$0 Buy
+65
New +$423 ﹤0.01% 3134

Other funds holding AVID

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
BCP
Blum Capital Partners San Francisco, California $34.1M AUM 1.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Creative Planning's AVID Position: Q3 2017 in Review

Creative Planning sold out of Avid Technology Inc (AVID) in Q3 2017, closing a stake of 766 shares — an estimated $4K sold.

Creative Planning first reported a position in AVID in Q2 2013 and held it in 13 quarters. The position peaked at $5K in Q3 2016. 81 funds tracked by Wall St. Rank hold AVID as of Q3 2017.

  • Creative Planning reported no remaining Avid Technology Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 766 Avid Technology Inc shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Avid Technology Inc in Q2 2013 and held it in 13 quarters.
  • Creative Planning's Avid Technology Inc position peaked at $5K in Q3 2016.
  • 81 funds tracked by Wall St. Rank held Avid Technology Inc as of Q3 2017.

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