Creative Planning
BGG

Creative Planning’s Briggs & Stratton Corp. BGG Stock Holding History

Creative Planning’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-69,843
Closed -$91K – 2319
2020
Q2 		$91K Buy
69,843
+19,743
+39% +$36.2K ﹤0.01% 1679
2020
Q1 		$91K Buy
+50,100
New +$187K ﹤0.01% 1552
2017
Q3 		– Sell
-280
Closed -$7K – 4195
2017
Q2 		$7K Sell
280
-300
-52% -$7.1K ﹤0.01% 3860
2017
Q1 		$13K Buy
580
+300
+107% +$6.52K ﹤0.01% 3446
2016
Q4 		$6K Sell
280
-116
-29% -$2.36K ﹤0.01% 3891
2016
Q3 		$7K Hold
396
– – ﹤0.01% 3753
2016
Q2 		$8K Buy
396
+116
+41% +$2.51K ﹤0.01% 3422
2016
Q1 		$7K Sell
280
-200
-42% -$4.13K ﹤0.01% 3443
2015
Q4 		$8K Hold
480
– – ﹤0.01% 3462
2015
Q3 		$9K Buy
+480
New +$9.2K ﹤0.01% 3289
2015
Q2 		– Sell
-480
Closed -$10K – 3448
2015
Q1 		$10K Sell
480
-402
-46% -$7.91K ﹤0.01% 3213
2014
Q4 		$18K Sell
882
-180
-17% -$3.53K ﹤0.01% 2750
2014
Q3 		$19K Buy
1,062
+782
+279% +$15.3K ﹤0.01% 2589
2014
Q2 		$6K Hold
280
– – ﹤0.01% 3150
2014
Q1 		$6K Sell
280
-720
-72% -$15.7K ﹤0.01% 3025
2013
Q4 		$22K Hold
1,000
– – ﹤0.01% 2133
2013
Q3 		$20K Hold
1,000
– – ﹤0.01% 2114
2013
Q2 		$20K Buy
+1,000
New +$22.2K ﹤0.01% 1938

Other funds holding BGG

KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

Creative Planning's BGG Position: Q3 2020 in Review

Creative Planning sold out of Briggs & Stratton Corp. (BGG) in Q3 2020, closing a stake of 69,843 shares — an estimated $91K sold.

Creative Planning first reported a position in BGG in Q2 2013 and held it in 18 quarters. The position peaked at $91K in Q2 2020. 11 funds tracked by Wall St. Rank hold BGG as of Q3 2020.

  • Creative Planning reported no remaining Briggs & Stratton Corp. position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 69,843 Briggs & Stratton Corp. shares in Q3 2020, an estimated $91K.
  • Creative Planning first reported a position in Briggs & Stratton Corp. in Q2 2013 and held it in 18 quarters.
  • Creative Planning's Briggs & Stratton Corp. position peaked at $91K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.