Creative Planning
BID

Creative Planning’s Sotheby's BID Stock Holding History

Creative Planning’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,182
Closed -$117K – 4275
2017
Q2 		$117K Sell
2,182
-100
-4% -$4.98K ﹤0.01% 1884
2017
Q1 		$104K Buy
2,282
+100
+5% +$4.28K ﹤0.01% 1933
2016
Q4 		$87K Buy
2,182
+200
+10% +$7.58K ﹤0.01% 1964
2016
Q3 		$75K Sell
1,982
-741
-27% -$26.2K ﹤0.01% 2058
2016
Q2 		$75K Buy
2,723
+1,038
+62% +$29.4K ﹤0.01% 1855
2016
Q1 		$45K Buy
1,685
+30
+2% +$720 ﹤0.01% 2184
2015
Q4 		$43K Buy
1,655
+1,484
+868% +$45K ﹤0.01% 2243
2015
Q3 		$5K Buy
+171
New +$6.55K ﹤0.01% 3657
2015
Q2 		– Sell
-2,151
Closed -$91K – 3521
2015
Q1 		$91K Buy
2,151
+33
+2% +$1.41K ﹤0.01% 1634
2014
Q4 		$91K Sell
2,118
-61
-3% -$2.41K ﹤0.01% 1600
2014
Q3 		$78K Buy
2,179
+1,923
+751% +$75.7K ﹤0.01% 1640
2014
Q2 		$11K Sell
256
-49
-16% -$2K ﹤0.01% 2833
2014
Q1 		$13K Buy
305
+128
+72% +$6.13K ﹤0.01% 2648
2013
Q4 		$9K Sell
177
-100
-36% -$5.15K ﹤0.01% 2634
2013
Q3 		$14K Buy
277
+85
+44% +$3.78K ﹤0.01% 2295
2013
Q2 		$7K Buy
+192
New +$6.99K ﹤0.01% 2435

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BID Position: Q3 2017 in Review

Creative Planning sold out of Sotheby's (BID) in Q3 2017, closing a stake of 2,182 shares — an estimated $117K sold.

Creative Planning first reported a position in BID in Q2 2013 and held it in 16 quarters. The position peaked at $117K in Q2 2017. 205 funds tracked by Wall St. Rank hold BID as of Q3 2017.

  • Creative Planning reported no remaining Sotheby's position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,182 Sotheby's shares in Q3 2017, an estimated $117K.
  • Creative Planning first reported a position in Sotheby's in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Sotheby's position peaked at $117K in Q2 2017.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q3 2017.

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