Creative Planning
BEL

Creative Planning’s Belmond Ltd. BEL Stock Holding History

Creative Planning’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$27K – 4314
2017
Q2 		$27K Buy
2,000
+1,724
+625% +$21.6K ﹤0.01% 2975
2017
Q1 		$3K Buy
+276
New +$3.63K ﹤0.01% 4224
2015
Q2 		– Sell
-100
Closed -$1K – 3552
2015
Q1 		$1K Sell
100
-235
-70% -$2.71K ﹤0.01% 4110
2014
Q4 		$4K Buy
335
+133
+66% +$1.52K ﹤0.01% 3637
2014
Q3 		$2K Buy
+202
New +$2.61K ﹤0.01% 3729
2014
Q2 		– Sell
-202
Closed -$3K – 4041
2014
Q1 		$3K Hold
202
– – ﹤0.01% 3299
2013
Q4 		$3K Buy
+202
New +$2.88K ﹤0.01% 3039

Other funds holding BEL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's BEL Position: Q3 2017 in Review

Creative Planning sold out of Belmond Ltd. (BEL) in Q3 2017, closing a stake of 2,000 shares — an estimated $27K sold.

Creative Planning first reported a position in BEL in Q4 2013 and held it in 7 quarters. The position peaked at $27K in Q2 2017. 141 funds tracked by Wall St. Rank hold BEL as of Q3 2017.

  • Creative Planning reported no remaining Belmond Ltd. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 Belmond Ltd. shares in Q3 2017, an estimated $27K.
  • Creative Planning first reported a position in Belmond Ltd. in Q4 2013 and held it in 7 quarters.
  • Creative Planning's Belmond Ltd. position peaked at $27K in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Belmond Ltd. as of Q3 2017.

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