Creative Planning
EVOL

Creative Planning’s Evolving Systems, Inc. EVOL Stock Holding History

Creative Planning’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$1K – 4752
2017
Q2 		$1K Buy
200
+100
+100% +$507 ﹤0.01% 4587
2017
Q1 		$0 Hold
100
– – ﹤0.01% 5192
2016
Q4 		$0 Hold
100
– – ﹤0.01% 5150
2016
Q3 		$0 Hold
100
– – ﹤0.01% 4996
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4325
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4286
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4376
2015
Q3 		$1K Buy
+100
New +$704 ﹤0.01% 4277
2015
Q2 		– Sell
-100
Closed -$1K – 4293
2015
Q1 		$1K Hold
100
– – ﹤0.01% 4180
2014
Q4 		$1K Hold
100
– – ﹤0.01% 4121
2014
Q3 		$1K Buy
+100
New +$965 ﹤0.01% 3974
2014
Q1 		– Sell
-100
Closed -$1K – 3970
2013
Q4 		$1K Buy
+100
New +$1.01K ﹤0.01% 3295

Other funds holding EVOL

KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's EVOL Position: Q3 2017 in Review

Creative Planning sold out of Evolving Systems, Inc. (EVOL) in Q3 2017, closing a stake of 200 shares — an estimated $1K sold.

Creative Planning first reported a position in EVOL in Q4 2013 and held it in 12 quarters. The position peaked at $1K in Q2 2017. 33 funds tracked by Wall St. Rank hold EVOL as of Q3 2017.

  • Creative Planning reported no remaining Evolving Systems, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Evolving Systems, Inc. shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Evolving Systems, Inc. in Q4 2013 and held it in 12 quarters.
  • Creative Planning's Evolving Systems, Inc. position peaked at $1K in Q2 2017.
  • 33 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q3 2017.

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