Creative Planning
CVEO icon

Creative Planning’s Civeo CVEO Stock Holding History

Creative Planning’s Portfolio CVEO Stock Details CVEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-250
Closed -$6K – 2276
2017
Q2 		$6K Sell
250
-7
-3% -$209 ﹤0.01% 3892
2017
Q1 		$9K Buy
+257
New +$9.15K ﹤0.01% 3640
2016
Q4 		– Sell
-438
Closed -$6K – 4650
2016
Q3 		$6K Hold
438
– – ﹤0.01% 3788
2016
Q2 		$9K Hold
438
– – ﹤0.01% 3304
2016
Q1 		$6K Buy
438
+42
+11% +$558 ﹤0.01% 3483
2015
Q4 		$7K Sell
396
-229
-37% -$5.03K ﹤0.01% 3491
2015
Q3 		$11K Buy
+625
New +$14.9K ﹤0.01% 3132
2015
Q2 		– Sell
-208
Closed -$6K – 1496
2015
Q1 		$6K Buy
208
+125
+151% +$4.89K ﹤0.01% 3452
2014
Q4 		$4K Buy
83
+70
+538% +$8.71K ﹤0.01% 3582
2014
Q3 		$2K Buy
13
+8
+160% +$2.41K ﹤0.01% 3641
2014
Q2 		$2K Buy
+5
New +$1.5K ﹤0.01% 3499

Other funds holding CVEO

HK
Horizon Kinetics New York $2.96B AUM 5.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
MAMNY
Marathon Asset Management (New York) New York $11.4M AUM 8.79% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $43.7M AUM 15.43% 1-Year Est. Return
DCCA
D.C. Capital Advisors New York $28.9M AUM 102.41% 1-Year Est. Return