Creative Planning’s Corelogic, Inc. CLGX Stock Holding History

Creative Planning’s Portfolio CLGX Stock Details CLGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,895	Closed	-$82K	–	4119
2017 Q2	$82K	Hold	1,895	–	–	﹤0.01%	2142
2017 Q1	$77K	Buy	1,895 +1,800	+1,895%	+$68.2K	﹤0.01%	2138
2016 Q4	$3K	Buy	95 +5	+6%	+$193	﹤0.01%	4199
2016 Q3	$4K	Hold	90	–	–	﹤0.01%	4023
2016 Q2	$3K	Sell	90 -200	-69%	-$7.31K	﹤0.01%	3936
2016 Q1	$10K	Buy	290 +200	+222%	+$6.8K	﹤0.01%	3251
2015 Q4	$3K	Sell	90 -630	-88%	-$23.5K	﹤0.01%	3947
2015 Q3	$27K	Buy	+720	New	+$27.9K	﹤0.01%	2505
2015 Q2	–	Sell	-820	Closed	-$29K	–	3386
2015 Q1	$29K	Sell	820 -100	-11%	-$3.38K	﹤0.01%	2437
2014 Q4	$29K	Sell	920 -231	-20%	-$7.05K	﹤0.01%	2386
2014 Q3	$31K	Hold	1,151	–	–	﹤0.01%	2234
2014 Q2	$35K	Buy	1,151 +231	+25%	+$6.68K	﹤0.01%	2129
2014 Q1	$28K	Buy	920 +630	+217%	+$20.7K	﹤0.01%	2183
2013 Q4	$10K	Hold	290	–	–	﹤0.01%	2575
2013 Q3	$8K	Sell	290 -92	-24%	-$2.47K	﹤0.01%	2572
2013 Q2	$9K	Buy	+382	New	+$9.73K	﹤0.01%	2330

Other funds holding CLGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Creative Planning's CLGX Position: Q3 2017 in Review

Creative Planning sold out of Corelogic, Inc. (CLGX) in Q3 2017, closing a stake of 1,895 shares — an estimated $82K sold.

Creative Planning first reported a position in CLGX in Q2 2013 and held it in 16 quarters. The position peaked at $82K in Q2 2017. 236 funds tracked by Wall St. Rank hold CLGX as of Q3 2017.

Creative Planning reported no remaining Corelogic, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,895 Corelogic, Inc. shares in Q3 2017, an estimated $82K.
Creative Planning first reported a position in Corelogic, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's Corelogic, Inc. position peaked at $82K in Q2 2017.
236 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.