Creative Planning
CPLA

Creative Planning’s Capella Education Company CPLA Stock Holding History

Creative Planning’s Portfolio CPLA Stock Details CPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-370
Closed -$32K – 4409
2017
Q2 		$32K Hold
370
– – ﹤0.01% 2856
2017
Q1 		$31K Sell
370
-121
-25% -$9.92K ﹤0.01% 2827
2016
Q4 		$43K Buy
491
+2
+0.4% +$155 ﹤0.01% 2523
2016
Q3 		$28K Hold
489
– – ﹤0.01% 2814
2016
Q2 		$26K Hold
489
– – ﹤0.01% 2617
2016
Q1 		$26K Buy
+489
New +$22.6K ﹤0.01% 2588
2013
Q3 		– Sell
-400
Closed -$17K – 3434
2013
Q2 		$17K Buy
+400
New +$15.3K ﹤0.01% 2035

Other funds holding CPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's CPLA Position: Q3 2017 in Review

Creative Planning sold out of Capella Education Company (CPLA) in Q3 2017, closing a stake of 370 shares — an estimated $32K sold.

Creative Planning first reported a position in CPLA in Q2 2013 and held it in 7 quarters. The position peaked at $43K in Q4 2016. 169 funds tracked by Wall St. Rank hold CPLA as of Q3 2017.

  • Creative Planning reported no remaining Capella Education Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 370 Capella Education Company shares in Q3 2017, an estimated $32K.
  • Creative Planning first reported a position in Capella Education Company in Q2 2013 and held it in 7 quarters.
  • Creative Planning's Capella Education Company position peaked at $43K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held Capella Education Company as of Q3 2017.

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