Creative Planning
CVGI icon

Creative Planning’s Commercial Vehicle Group CVGI Stock Holding History

Creative Planning’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$1K – 2275
2017
Q2 		$1K Hold
100
– – ﹤0.01% 4415
2017
Q1 		$1K Sell
100
-2,000
-95% -$11.8K ﹤0.01% 4417
2016
Q4 		$12K Buy
2,100
+2,000
+2,000% +$10.6K ﹤0.01% 3408
2016
Q3 		$1K Buy
+100
New +$492 ﹤0.01% 4361

Other funds holding CVGI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Creative Planning's CVGI Position: Q3 2017 in Review

Creative Planning sold out of Commercial Vehicle Group (CVGI) in Q3 2017, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in CVGI in Q3 2016 and held it in 4 quarters. The position peaked at $12K in Q4 2016. 101 funds tracked by Wall St. Rank hold CVGI as of Q3 2017.

  • Creative Planning reported no remaining Commercial Vehicle Group position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 Commercial Vehicle Group shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Commercial Vehicle Group in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Commercial Vehicle Group position peaked at $12K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q3 2017.

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