Creative Planning
DGI

Creative Planning’s DigitalGlobe Inc. DGI Stock Holding History

Creative Planning’s Portfolio DGI Stock Details DGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,022
Closed -$67K – 4716
2017
Q2 		$67K Buy
2,022
+1,338
+196% +$43.1K ﹤0.01% 2295
2017
Q1 		$22K Hold
684
– – ﹤0.01% 3083
2016
Q4 		$20K Sell
684
-104
-13% -$3K ﹤0.01% 3107
2016
Q3 		$22K Buy
+788
New +$20.2K ﹤0.01% 3020
2015
Q4 		– Sell
-12,551
Closed -$239K – 4881
2015
Q3 		$239K Sell
12,551
-5
-0% -$118 ﹤0.01% 1095
2015
Q2 		$349K Sell
12,556
-208
-2% -$6.57K ﹤0.01% 758
2015
Q1 		$435K Hold
12,764
– – ﹤0.01% 799
2014
Q4 		$395K Buy
12,764
+12,530
+5,355% +$353K ﹤0.01% 791
2014
Q3 		$7K Sell
234
-979
-81% -$28.5K ﹤0.01% 3174
2014
Q2 		$34K Buy
1,213
+1,000
+469% +$29.9K ﹤0.01% 2156
2014
Q1 		$6K Sell
213
-1,000
-82% -$36.5K ﹤0.01% 3044
2013
Q4 		$50K Sell
1,213
-700
-37% -$25.2K ﹤0.01% 1617
2013
Q3 		$60K Buy
1,913
+1,700
+798% +$54.5K ﹤0.01% 1410
2013
Q2 		$7K Buy
+213
New +$6.19K ﹤0.01% 2454

Other funds holding DGI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Creative Planning's DGI Position: Q3 2017 in Review

Creative Planning sold out of DigitalGlobe Inc. (DGI) in Q3 2017, closing a stake of 2,022 shares — an estimated $67K sold.

Creative Planning first reported a position in DGI in Q2 2013 and held it in 14 quarters. The position peaked at $435K in Q1 2015. 135 funds tracked by Wall St. Rank hold DGI as of Q3 2017.

  • Creative Planning reported no remaining DigitalGlobe Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,022 DigitalGlobe Inc. shares in Q3 2017, an estimated $67K.
  • Creative Planning first reported a position in DigitalGlobe Inc. in Q2 2013 and held it in 14 quarters.
  • Creative Planning's DigitalGlobe Inc. position peaked at $435K in Q1 2015.
  • 135 funds tracked by Wall St. Rank held DigitalGlobe Inc. as of Q3 2017.

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