Creative Planning
CTP

Creative Planning’s CTPARTNERS EXECUTIVE SEARCH INC (DE) CTP Stock Holding History

Creative Planning’s Portfolio CTP Stock Details CTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-430
Closed -$7K – 4602
2014
Q4 		$7K Buy
430
+255
+146% +$4.45K ﹤0.01% 3368
2014
Q3 		$3K Buy
+175
New +$2.6K ﹤0.01% 3595

Other funds holding CTP

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's CTP Position: Q1 2015 in Review

Creative Planning sold out of CTPARTNERS EXECUTIVE SEARCH INC (DE) (CTP) in Q1 2015, closing a stake of 430 shares — an estimated $7K sold.

Creative Planning first reported a position in CTP in Q3 2014 and held it in 2 quarters. The position peaked at $7K in Q4 2014. 35 funds tracked by Wall St. Rank hold CTP as of Q1 2015.

  • Creative Planning reported no remaining CTPARTNERS EXECUTIVE SEARCH INC (DE) position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 430 CTPARTNERS EXECUTIVE SEARCH INC (DE) shares in Q1 2015, an estimated $7K.
  • Creative Planning first reported a position in CTPARTNERS EXECUTIVE SEARCH INC (DE) in Q3 2014 and held it in 2 quarters.
  • Creative Planning's CTPARTNERS EXECUTIVE SEARCH INC (DE) position peaked at $7K in Q4 2014.
  • 35 funds tracked by Wall St. Rank held CTPARTNERS EXECUTIVE SEARCH INC (DE) as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.