Creative Planning
BOSC icon

Creative Planning’s Better Online Solutions BOSC Stock Holding History

Creative Planning’s Portfolio BOSC Stock Details BOSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2
Closed – – 3214
2013
Q2 		$0 Buy
+2
New +$6 ﹤0.01% 3068

Other funds holding BOSC

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's BOSC Position: Q3 2013 in Review

Creative Planning sold out of Better Online Solutions (BOSC) in Q3 2013, closing a stake of 2 shares.

Creative Planning first reported a position in BOSC in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 3 funds tracked by Wall St. Rank hold BOSC as of Q3 2013.

  • Creative Planning reported no remaining Better Online Solutions position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 2 Better Online Solutions shares in Q3 2013.
  • Creative Planning first reported a position in Better Online Solutions in Q2 2013 and held it in 1 quarter.
  • Creative Planning's Better Online Solutions position peaked at $0 in Q2 2013.
  • 3 funds tracked by Wall St. Rank held Better Online Solutions as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.