Creative Planning’s Colliers International CIGI Stock Holding History

Creative Planning’s Portfolio CIGI Stock Details CIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-100	Closed	-$6K	–	2203
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	3890
2017 Q1	$5K	Sell	100 -200	-67%	-$8.54K	﹤0.01%	3943
2016 Q4	$11K	Buy	300 +200	+200%	+$7.54K	﹤0.01%	3473
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	3955
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	3862
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	3677
2015 Q4	$4K	Sell	100 -91	-48%	-$4.04K	﹤0.01%	3769
2015 Q3	$8K	Buy	+191	New	+$8.18K	﹤0.01%	3327
2015 Q2	–	Sell	-171	Closed	-$6K	–	1423
2015 Q1	$6K	Hold	171	–	–	﹤0.01%	3450
2014 Q4	$5K	Hold	171	–	–	﹤0.01%	3473
2014 Q3	$5K	Hold	171	–	–	﹤0.01%	3272
2014 Q2	$5K	Hold	171	–	–	﹤0.01%	3197
2014 Q1	$5K	Hold	171	–	–	﹤0.01%	3065
2013 Q4	$4K	Hold	171	–	–	﹤0.01%	2901
2013 Q3	$4K	Hold	171	–	–	﹤0.01%	2789
2013 Q2	$3K	Buy	+171	New	+$3.23K	﹤0.01%	2700

Other funds holding CIGI

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's CIGI Position: Q3 2017 in Review

Creative Planning sold out of Colliers International (CIGI) in Q3 2017, closing a stake of 100 shares — an estimated $6K sold.

Creative Planning first reported a position in CIGI in Q2 2013 and held it in 16 quarters. The position peaked at $11K in Q4 2016. 103 funds tracked by Wall St. Rank hold CIGI as of Q3 2017.

Creative Planning reported no remaining Colliers International position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 100 Colliers International shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Colliers International in Q2 2013 and held it in 16 quarters.
Creative Planning's Colliers International position peaked at $11K in Q4 2016.
103 funds tracked by Wall St. Rank held Colliers International as of Q3 2017.

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