Creative Planning
CBEY

Creative Planning’s CBEYOND INC COM STK CBEY Stock Holding History

Creative Planning’s Portfolio CBEY Stock Details CBEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,000
Closed -$13K – 3643
2013
Q3 		$13K Hold
2,000
– – ﹤0.01% 2340
2013
Q2 		$16K Buy
+2,000
New +$16.7K ﹤0.01% 2070

Other funds holding CBEY

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's CBEY Position: Q4 2013 in Review

Creative Planning sold out of CBEYOND INC COM STK (CBEY) in Q4 2013, closing a stake of 2,000 shares — an estimated $13K sold.

Creative Planning first reported a position in CBEY in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q2 2013. 113 funds tracked by Wall St. Rank hold CBEY as of Q4 2013.

  • Creative Planning reported no remaining CBEYOND INC COM STK position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 2,000 CBEYOND INC COM STK shares in Q4 2013, an estimated $13K.
  • Creative Planning first reported a position in CBEYOND INC COM STK in Q2 2013 and held it in 2 quarters.
  • Creative Planning's CBEYOND INC COM STK position peaked at $16K in Q2 2013.
  • 113 funds tracked by Wall St. Rank held CBEYOND INC COM STK as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.