Creative Planning

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

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BloombergSen Toronto, Ontario, Canada $893M AUM 8.32% 1-Year Est. Return

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

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return