Creative Planning’s CEB Inc. CEB Stock Holding History

Creative Planning’s Portfolio CEB Stock Details CEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-346	Closed	-$27K	–	5077
2017 Q1	$27K	Hold	346	–	–	﹤0.01%	2938
2016 Q4	$21K	Sell	346 -56	-14%	-$3.09K	﹤0.01%	3065
2016 Q3	$22K	Hold	402	–	–	﹤0.01%	3017
2016 Q2	$25K	Buy	402 +45	+13%	+$2.81K	﹤0.01%	2652
2016 Q1	$23K	Sell	357 -258	-42%	-$14.8K	﹤0.01%	2669
2015 Q4	$38K	Sell	615 -150	-20%	-$10.6K	﹤0.01%	2351
2015 Q3	$52K	Buy	+765	New	+$59.1K	﹤0.01%	2020
2015 Q2	–	Sell	-515	Closed	-$41K	–	3767
2015 Q1	$41K	Hold	515	–	–	﹤0.01%	2173
2014 Q4	$37K	Sell	515 -355	-41%	-$24.4K	﹤0.01%	2203
2014 Q3	$52K	Buy	870 +542	+165%	+$35.4K	﹤0.01%	1901
2014 Q2	$22K	Buy	328 +31	+10%	+$2.13K	﹤0.01%	2440
2014 Q1	$22K	Hold	297	–	–	﹤0.01%	2317
2013 Q4	$23K	Buy	297 +40	+16%	+$2.94K	﹤0.01%	2118
2013 Q3	$19K	Hold	257	–	–	﹤0.01%	2142
2013 Q2	$16K	Buy	+257	New	+$15.1K	﹤0.01%	2066

Other funds holding CEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's CEB Position: Q2 2017 in Review

Creative Planning sold out of CEB Inc. (CEB) in Q2 2017, closing a stake of 346 shares — an estimated $27K sold.

Creative Planning first reported a position in CEB in Q2 2013 and held it in 15 quarters. The position peaked at $52K in Q3 2015. 1 fund tracked by Wall St. Rank holds CEB as of Q2 2017.

Creative Planning reported no remaining CEB Inc. position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 346 CEB Inc. shares in Q2 2017, an estimated $27K.
Creative Planning first reported a position in CEB Inc. in Q2 2013 and held it in 15 quarters.
Creative Planning's CEB Inc. position peaked at $52K in Q3 2015.
1 fund tracked by Wall St. Rank held CEB Inc. as of Q2 2017.

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