Creative Planning
BOJA

Creative Planning’s Bojangles', Inc. Common Stock BOJA Stock Holding History

Creative Planning’s Portfolio BOJA Stock Details BOJA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$4K – 4343
2017
Q2 		$4K Buy
250
+150
+150% +$2.76K ﹤0.01% 4136
2017
Q1 		$2K Buy
+100
New +$1.99K ﹤0.01% 4371
2016
Q2 		– Sell
-1,450
Closed -$25K – 4618
2016
Q1 		$25K Hold
1,450
– – ﹤0.01% 2610
2015
Q4 		$23K Sell
1,450
-200
-12% -$3.32K ﹤0.01% 2759
2015
Q3 		$28K Buy
+1,650
New +$35.6K ﹤0.01% 2479

Other funds holding BOJA

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BOJA Position: Q3 2017 in Review

Creative Planning sold out of Bojangles', Inc. Common Stock (BOJA) in Q3 2017, closing a stake of 250 shares — an estimated $4K sold.

Creative Planning first reported a position in BOJA in Q3 2015 and held it in 5 quarters. The position peaked at $28K in Q3 2015. 91 funds tracked by Wall St. Rank hold BOJA as of Q3 2017.

  • Creative Planning reported no remaining Bojangles', Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 250 Bojangles', Inc. Common Stock shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Bojangles', Inc. Common Stock in Q3 2015 and held it in 5 quarters.
  • Creative Planning's Bojangles', Inc. Common Stock position peaked at $28K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held Bojangles', Inc. Common Stock as of Q3 2017.

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