Creative Planning
BETR

Creative Planning’s Amplify Snack Brands, Inc. BETR Stock Holding History

Creative Planning’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-150
Closed -$1K – 5020
2017
Q1 		$1K Hold
150
– – ﹤0.01% 4587
2016
Q4 		$1K Sell
150
-308
-67% -$3.73K ﹤0.01% 4568
2016
Q3 		$7K Buy
458
+233
+104% +$3.65K ﹤0.01% 3761
2016
Q2 		$3K Sell
225
-75
-25% -$1.04K ﹤0.01% 3954
2016
Q1 		$4K Sell
300
-100
-25% -$1.12K ﹤0.01% 3748
2015
Q4 		$5K Sell
400
-300
-43% -$3.53K ﹤0.01% 3736
2015
Q3 		$7K Buy
+700
New +$9.16K ﹤0.01% 3473

Other funds holding BETR

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Creative Planning's BETR Position: Q2 2017 in Review

Creative Planning sold out of Amplify Snack Brands, Inc. (BETR) in Q2 2017, closing a stake of 150 shares — an estimated $1K sold.

Creative Planning first reported a position in BETR in Q3 2015 and held it in 7 quarters. The position peaked at $7K in Q3 2016. 99 funds tracked by Wall St. Rank hold BETR as of Q2 2017.

  • Creative Planning reported no remaining Amplify Snack Brands, Inc. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 150 Amplify Snack Brands, Inc. shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in Amplify Snack Brands, Inc. in Q3 2015 and held it in 7 quarters.
  • Creative Planning's Amplify Snack Brands, Inc. position peaked at $7K in Q3 2016.
  • 99 funds tracked by Wall St. Rank held Amplify Snack Brands, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.