Creative Planning
BPHX

Creative Planning’s BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES BPHX Stock Holding History

Creative Planning’s Portfolio BPHX Stock Details BPHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-125
Closed -$1K – 3981
2013
Q4 		$1K Buy
+125
New +$544 ﹤0.01% 3299

Other funds holding BPHX

PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return

Creative Planning's BPHX Position: Q1 2014 in Review

Creative Planning sold out of BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES (BPHX) in Q1 2014, closing a stake of 125 shares — an estimated $1K sold.

Creative Planning first reported a position in BPHX in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 9 funds tracked by Wall St. Rank hold BPHX as of Q1 2014.

  • Creative Planning reported no remaining BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 125 BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES shares in Q1 2014, an estimated $1K.
  • Creative Planning first reported a position in BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES in Q4 2013 and held it in 1 quarter.
  • Creative Planning's BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES position peaked at $1K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held BLUEPHOENIX SOLUTIONS, LTD ORDINARY SHARES as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.