Creative Planning
CLAR icon

Creative Planning’s Clarus CLAR Stock Holding History

Creative Planning’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-283
Closed -$2K – 4637
2017
Q1 		$2K Buy
+283
New +$1.58K ﹤0.01% 4266
2014
Q4 		– Sell
-420
Closed -$3K – 4169
2014
Q3 		$3K Hold
420
– – ﹤0.01% 3500
2014
Q2 		$5K Hold
420
– – ﹤0.01% 3198
2014
Q1 		$5K Buy
+420
New +$4.91K ﹤0.01% 3066

Other funds holding CLAR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return