Creative Planning’s Benefitfocus, Inc. BNFT Stock Holding History

Creative Planning’s Portfolio BNFT Stock Details BNFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-54	Closed	-$2K	–	3979
2017 Q2	$2K	Hold	54	–	–	﹤0.01%	4353
2017 Q1	$2K	Hold	54	–	–	﹤0.01%	4347
2016 Q4	$2K	Sell	54 -116	-68%	-$3.7K	﹤0.01%	4335
2016 Q3	$7K	Buy	+170	New	+$6.97K	﹤0.01%	3750

Other funds holding BNFT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

DGI

Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

OMC

Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return

Creative Planning's BNFT Position: Q3 2017 in Review

Creative Planning sold out of Benefitfocus, Inc. (BNFT) in Q3 2017, closing a stake of 54 shares — an estimated $2K sold.

Creative Planning first reported a position in BNFT in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q3 2016. 85 funds tracked by Wall St. Rank hold BNFT as of Q3 2017.

Creative Planning reported no remaining Benefitfocus, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 54 Benefitfocus, Inc. shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Benefitfocus, Inc. in Q3 2016 and held it in 4 quarters.
Creative Planning's Benefitfocus, Inc. position peaked at $7K in Q3 2016.
85 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q3 2017.

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