Creative Planning
BFYT

Creative Planning’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Creative Planning’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$5K – 4190
2017
Q2 		$5K Sell
200
-800
-80% -$16K ﹤0.01% 4032
2017
Q1 		$16K Buy
1,000
+500
+100% +$8.91K ﹤0.01% 3302
2016
Q4 		$9K Buy
+500
New +$4.88K ﹤0.01% 3647

Other funds holding BFYT

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's BFYT Position: Q3 2017 in Review

Creative Planning sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in BFYT in Q4 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 117 funds tracked by Wall St. Rank hold BFYT as of Q3 2017.

  • Creative Planning reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Benefytt Technologies, Inc. Class A Common Stock shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Benefytt Technologies, Inc. Class A Common Stock position peaked at $16K in Q1 2017.
  • 117 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q3 2017.

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