Creative Planning
CBB

Creative Planning’s Cincinnati Bell Inc. CBB Stock Holding History

Creative Planning’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-461
Closed -$9K – 4650
2017
Q2 		$9K Hold
461
– – ﹤0.01% 3725
2017
Q1 		$8K Hold
461
– – ﹤0.01% 3770
2016
Q4 		$10K Buy
+461
New +$9.38K ﹤0.01% 3589
2016
Q3 		– Sell
-741
Closed -$17K – 4959
2016
Q2 		$17K Buy
741
+80
+12% +$1.57K ﹤0.01% 2931
2016
Q1 		$13K Buy
661
+120
+22% +$2.01K ﹤0.01% 3087
2015
Q4 		$10K Hold
541
– – ﹤0.01% 3332
2015
Q3 		$8K Buy
+541
New +$9.82K ﹤0.01% 3403
2015
Q2 		– Sell
-120
Closed -$2K – 4163
2015
Q1 		$2K Hold
120
– – ﹤0.01% 3981
2014
Q4 		$2K Sell
120
-632
-84% -$10.7K ﹤0.01% 3921
2014
Q3 		$13K Sell
752
-508
-40% -$9.56K ﹤0.01% 2824
2014
Q2 		$25K Buy
1,260
+400
+47% +$7.32K ﹤0.01% 2372
2014
Q1 		$15K Buy
860
+500
+139% +$8.82K ﹤0.01% 2574
2013
Q4 		$6K Sell
360
-160
-31% -$2.5K ﹤0.01% 2810
2013
Q3 		$7K Buy
520
+344
+195% +$5.44K ﹤0.01% 2641
2013
Q2 		$3K Buy
+176
New +$2.96K ﹤0.01% 2796

Other funds holding CBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's CBB Position: Q3 2017 in Review

Creative Planning sold out of Cincinnati Bell Inc. (CBB) in Q3 2017, closing a stake of 461 shares — an estimated $9K sold.

Creative Planning first reported a position in CBB in Q2 2013 and held it in 15 quarters. The position peaked at $25K in Q2 2014. 136 funds tracked by Wall St. Rank hold CBB as of Q3 2017.

  • Creative Planning reported no remaining Cincinnati Bell Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 461 Cincinnati Bell Inc. shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Cincinnati Bell Inc. in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Cincinnati Bell Inc. position peaked at $25K in Q2 2014.
  • 136 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q3 2017.

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