Creative Planning
CBR

Creative Planning’s CIBER Inc. CBR Stock Holding History

Creative Planning’s Portfolio CBR Stock Details CBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-300
Closed – – 5074
2017
Q1 		$0 Buy
300
+250
+500% +$113 ﹤0.01% 5103
2016
Q4 		$0 Sell
50
-163
-77% -$140 ﹤0.01% 5039
2016
Q3 		$0 Hold
213
– – ﹤0.01% 4871
2016
Q2 		$0 Hold
213
– – ﹤0.01% 4666
2016
Q1 		$0 Hold
213
– – ﹤0.01% 4716
2015
Q4 		$1K Sell
213
-50
-19% -$176 ﹤0.01% 4333
2015
Q3 		$1K Buy
+263
New +$866 ﹤0.01% 4224
2015
Q2 		– Sell
-1,163
Closed -$5K – 3763
2015
Q1 		$5K Hold
1,163
– – ﹤0.01% 3582
2014
Q4 		$4K Hold
1,163
– – ﹤0.01% 3643
2014
Q3 		$4K Hold
1,163
– – ﹤0.01% 3444
2014
Q2 		$6K Hold
1,163
– – ﹤0.01% 3161
2014
Q1 		$5K Buy
1,163
+163
+16% +$707 ﹤0.01% 3129
2013
Q4 		$4K Hold
1,000
– – ﹤0.01% 2955
2013
Q3 		$3K Hold
1,000
– – ﹤0.01% 2933
2013
Q2 		$3K Buy
+1,000
New +$4.13K ﹤0.01% 2764

Other funds holding CBR

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Creative Planning's CBR Position: Q2 2017 in Review

Creative Planning sold out of CIBER Inc. (CBR) in Q2 2017, closing a stake of 300 shares.

Creative Planning first reported a position in CBR in Q2 2013 and held it in 15 quarters. The position peaked at $6K in Q2 2014. 8 funds tracked by Wall St. Rank hold CBR as of Q2 2017.

  • Creative Planning reported no remaining CIBER Inc. position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 300 CIBER Inc. shares in Q2 2017.
  • Creative Planning first reported a position in CIBER Inc. in Q2 2013 and held it in 15 quarters.
  • Creative Planning's CIBER Inc. position peaked at $6K in Q2 2014.
  • 8 funds tracked by Wall St. Rank held CIBER Inc. as of Q2 2017.

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