Creative Planning’s Broadvision Inc Com BVSN Stock Holding History

Creative Planning’s Portfolio BVSN Stock Details BVSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-18	Closed	–	–	4660
2017 Q2	$0	Sell	18 -662	-97%	-$2.83K	﹤0.01%	5100
2017 Q1	$3K	Sell	680 -3	-0.4%	-$16	﹤0.01%	4246
2016 Q4	$3K	Hold	683	–	–	﹤0.01%	4223
2016 Q3	$4K	Hold	683	–	–	﹤0.01%	4049
2016 Q2	$5K	Buy	683 +3	+0.4%	+$20	﹤0.01%	3707
2016 Q1	$5K	Buy	680 +660	+3,300%	+$4.06K	﹤0.01%	3651
2015 Q4	$0	Sell	20 -1	-5%	-$6	﹤0.01%	4873
2015 Q3	$0	Buy	+21	New	+$123	﹤0.01%	4464
2015 Q2	–	Sell	-2	Closed	–	–	4177
2015 Q1	$0	Buy	2 +1	+100%	+$6	﹤0.01%	4682
2014 Q4	$0	Buy	+1	New	+$7	﹤0.01%	4623
2014 Q3	–	Sell	-12	Closed	–	–	4378
2014 Q2	$0	Buy	+12	New	+$116	﹤0.01%	4189
2014 Q1	–	Sell	-8	Closed	–	–	3954
2013 Q4	$0	Hold	8	–	–	﹤0.01%	3706
2013 Q3	$0	Hold	8	–	–	﹤0.01%	3556
2013 Q2	$0	Buy	+8	New	+$70	﹤0.01%	3207

Other funds holding BVSN

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's BVSN Position: Q3 2017 in Review

Creative Planning sold out of Broadvision Inc Com (BVSN) in Q3 2017, closing a stake of 18 shares.

Creative Planning first reported a position in BVSN in Q2 2013 and held it in 14 quarters. The position peaked at $5K in Q2 2016. 19 funds tracked by Wall St. Rank hold BVSN as of Q3 2017.

Creative Planning reported no remaining Broadvision Inc Com position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 18 Broadvision Inc Com shares in Q3 2017.
Creative Planning first reported a position in Broadvision Inc Com in Q2 2013 and held it in 14 quarters.
Creative Planning's Broadvision Inc Com position peaked at $5K in Q2 2016.
19 funds tracked by Wall St. Rank held Broadvision Inc Com as of Q3 2017.

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