Creative Planning’s Bazaarvoice, Inc. BV Stock Holding History

Creative Planning’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-200	Closed	-$1K	–	5019
2017 Q1	$1K	Buy	+200	New	+$898	﹤0.01%	4586

Other funds holding BV

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Creative Planning's BV Position: Q2 2017 in Review

Creative Planning sold out of Bazaarvoice, Inc. (BV) in Q2 2017, closing a stake of 200 shares — an estimated $1K sold.

Creative Planning first reported a position in BV in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 121 funds tracked by Wall St. Rank hold BV as of Q2 2017.

Creative Planning reported no remaining Bazaarvoice, Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 200 Bazaarvoice, Inc. shares in Q2 2017, an estimated $1K.
Creative Planning first reported a position in Bazaarvoice, Inc. in Q1 2017 and held it in 1 quarter.
Creative Planning's Bazaarvoice, Inc. position peaked at $1K in Q1 2017.
121 funds tracked by Wall St. Rank held Bazaarvoice, Inc. as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.