Creative Planning
CKX icon

Creative Planning’s CKX Lands CKX Stock Holding History

Creative Planning’s Portfolio CKX Stock Details CKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$3K – 4228
2014
Q4 		$3K Buy
+200
New +$3.17K ﹤0.01% 3684

Other funds holding CKX

ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFPIA
Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's CKX Position: Q1 2015 in Review

Creative Planning sold out of CKX Lands (CKX) in Q1 2015, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in CKX in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 9 funds tracked by Wall St. Rank hold CKX as of Q1 2015.

  • Creative Planning reported no remaining CKX Lands position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 200 CKX Lands shares in Q1 2015, an estimated $3K.
  • Creative Planning first reported a position in CKX Lands in Q4 2014 and held it in 1 quarter.
  • Creative Planning's CKX Lands position peaked at $3K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held CKX Lands as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.