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 $145M AUM 14.57% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 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 $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's CLAR Position: Q2 2017 in Review

Creative Planning sold out of Clarus (CLAR) in Q2 2017, closing a stake of 283 shares — an estimated $2K sold.

Creative Planning first reported a position in CLAR in Q1 2014 and held it in 4 quarters. The position peaked at $5K in Q2 2014. 77 funds tracked by Wall St. Rank hold CLAR as of Q2 2017.

  • Creative Planning reported no remaining Clarus position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 283 Clarus shares in Q2 2017, an estimated $2K.
  • Creative Planning first reported a position in Clarus in Q1 2014 and held it in 4 quarters.
  • Creative Planning's Clarus position peaked at $5K in Q2 2014.
  • 77 funds tracked by Wall St. Rank held Clarus as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.