Creative Planning
CPSS icon

Creative Planning’s Consumer Portfolio Services CPSS Stock Holding History

Creative Planning’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-50
Closed – – 1467
2015
Q1 		$0 Hold
50
– – ﹤0.01% 4236
2014
Q4 		$0 Hold
50
– – ﹤0.01% 4173
2014
Q3 		$0 Hold
50
– – ﹤0.01% 4011
2014
Q2 		$0 Hold
50
– – ﹤0.01% 3797
2014
Q1 		$0 Buy
+50
New +$407 ﹤0.01% 3644

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CPSS Position: Q2 2015 in Review

Creative Planning sold out of Consumer Portfolio Services (CPSS) in Q2 2015, closing a stake of 50 shares.

Creative Planning first reported a position in CPSS in Q1 2014 and held it in 5 quarters. The position peaked at $0 in Q1 2015. 76 funds tracked by Wall St. Rank hold CPSS as of Q2 2015.

  • Creative Planning reported no remaining Consumer Portfolio Services position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 50 Consumer Portfolio Services shares in Q2 2015.
  • Creative Planning first reported a position in Consumer Portfolio Services in Q1 2014 and held it in 5 quarters.
  • Creative Planning's Consumer Portfolio Services position peaked at $0 in Q1 2015.
  • 76 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.