Creative Planning
EVHC

Creative Planning’s Envision Healthcare Holdings Inc EVHC Stock Holding History

Creative Planning’s Portfolio EVHC Stock Details EVHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-105
Closed -$7K – 4387
2017
Q2 		$7K Sell
105
-245
-70% -$14.1K ﹤0.01% 3870
2017
Q1 		$21K Hold
350
– – ﹤0.01% 3116
2016
Q4 		$22K Buy
+350
New +$22.9K ﹤0.01% 3029
2015
Q2 		– Sell
-43
Closed -$5K – 3614
2015
Q1 		$5K Buy
+43
New +$4.68K ﹤0.01% 3573
2014
Q4 		– Sell
-21
Closed -$2K – 4445
2014
Q3 		$2K Buy
+21
New +$2.23K ﹤0.01% 3732

Other funds holding EVHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Creative Planning's EVHC Position: Q3 2017 in Review

Creative Planning sold out of Envision Healthcare Holdings Inc (EVHC) in Q3 2017, closing a stake of 105 shares — an estimated $7K sold.

Creative Planning first reported a position in EVHC in Q3 2014 and held it in 5 quarters. The position peaked at $22K in Q4 2016. 365 funds tracked by Wall St. Rank hold EVHC as of Q3 2017.

  • Creative Planning reported no remaining Envision Healthcare Holdings Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 105 Envision Healthcare Holdings Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Envision Healthcare Holdings Inc in Q3 2014 and held it in 5 quarters.
  • Creative Planning's Envision Healthcare Holdings Inc position peaked at $22K in Q4 2016.
  • 365 funds tracked by Wall St. Rank held Envision Healthcare Holdings Inc as of Q3 2017.

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