Creative Planning’s B/E Aerospace Inc BEAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,001
| Closed | -$641K | – | 5072 |
|
|
2017
Q1 | $641K | Buy |
10,001
+1,356
| +16% | +$85K | ﹤0.01% | 858 |
|
|
2016
Q4 | $520K | Sell |
8,645
-1,027
| -11% | -$59.1K | ﹤0.01% | 904 |
|
|
2016
Q3 | $500K | Buy |
9,672
+1,260
| +15% | +$60.9K | ﹤0.01% | 891 |
|
|
2016
Q2 | $388K | Sell |
8,412
-912
| -10% | -$43.6K | ﹤0.01% | 911 |
|
|
2016
Q1 | $430K | Buy |
9,324
+235
| +3% | +$10.1K | ﹤0.01% | 817 |
|
|
2015
Q4 | $385K | Sell |
9,089
-3,238
| -26% | -$145K | ﹤0.01% | 881 |
|
|
2015
Q3 | $541K | Buy |
+12,327
| New | +$615K | ﹤0.01% | 709 |
|
|
2015
Q2 | – | Sell |
-8,386
| Closed | -$534K | – | 3762 |
|
|
2015
Q1 | $534K | Sell |
8,386
-2,112
| -20% | -$130K | 0.01% | 712 |
|
|
2014
Q4 | $609K | Sell |
10,498
-7,350
| -41% | -$410K | 0.01% | 619 |
|
|
2014
Q3 | $1.08M | Buy |
17,848
+5,438
| +44% | +$344K | 0.01% | 373 |
|
|
2014
Q2 | $831K | Buy |
12,410
+3,171
| +34% | +$211K | 0.01% | 447 |
|
|
2014
Q1 | $581K | Sell |
9,239
-3,048
| -25% | -$184K | 0.01% | 559 |
|
|
2013
Q4 | $774K | Buy |
12,287
+8,504
| +225% | +$508K | 0.01% | 376 |
|
|
2013
Q3 | $202K | Buy |
3,783
+890
| +31% | +$45.2K | ﹤0.01% | 763 |
|
|
2013
Q2 | $132K | Buy |
+2,893
| New | +$130K | ﹤0.01% | 848 |
|
Other funds holding BEAV
Creative Planning's BEAV Position: Q2 2017 in Review
Creative Planning sold out of B/E Aerospace Inc (BEAV) in Q2 2017, closing a stake of 10,001 shares — an estimated $641K sold.
Creative Planning first reported a position in BEAV in Q2 2013 and held it in 15 quarters. The position peaked at $1.08M in Q3 2014. 2 funds tracked by Wall St. Rank hold BEAV as of Q2 2017.
- Creative Planning reported no remaining B/E Aerospace Inc position as of Q2 2017 after selling out during the quarter.
- Creative Planning sold 10,001 B/E Aerospace Inc shares in Q2 2017, an estimated $641K.
- Creative Planning first reported a position in B/E Aerospace Inc in Q2 2013 and held it in 15 quarters.
- Creative Planning's B/E Aerospace Inc position peaked at $1.08M in Q3 2014.
- 2 funds tracked by Wall St. Rank held B/E Aerospace Inc as of Q2 2017.
Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.