Creative Planning
CIVI

Creative Planning’s Civitas Solutions, Inc. CIVI Stock Holding History

Creative Planning’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-58
Closed -$1K – 4690
2015
Q3 		$1K Buy
+58
New +$1.39K ﹤0.01% 4205

Other funds holding CIVI

VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Creative Planning's CIVI Position: Q4 2015 in Review

Creative Planning sold out of Civitas Solutions, Inc. (CIVI) in Q4 2015, closing a stake of 58 shares — an estimated $1K sold.

Creative Planning first reported a position in CIVI in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 83 funds tracked by Wall St. Rank hold CIVI as of Q4 2015.

  • Creative Planning reported no remaining Civitas Solutions, Inc. position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 58 Civitas Solutions, Inc. shares in Q4 2015, an estimated $1K.
  • Creative Planning first reported a position in Civitas Solutions, Inc. in Q3 2015 and held it in 1 quarter.
  • Creative Planning's Civitas Solutions, Inc. position peaked at $1K in Q3 2015.
  • 83 funds tracked by Wall St. Rank held Civitas Solutions, Inc. as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.