Creative Planning’s FBL Financial Group FFG Stock Holding History

Creative Planning’s Portfolio FFG Stock Details FFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-52	Closed	-$3K	–	4123
2017 Q2	$3K	Hold	52	–	–	﹤0.01%	4235
2017 Q1	$3K	Hold	52	–	–	﹤0.01%	4214
2016 Q4	$4K	Hold	52	–	–	﹤0.01%	4095
2016 Q3	$3K	Hold	52	–	–	﹤0.01%	4160
2016 Q2	$3K	Hold	52	–	–	﹤0.01%	3937
2016 Q1	$3K	Hold	52	–	–	﹤0.01%	3852
2015 Q4	$3K	Hold	52	–	–	﹤0.01%	3948
2015 Q3	$3K	Buy	+52	New	+$2.99K	﹤0.01%	3864
2015 Q2	–	Sell	-52	Closed	-$3K	–	3389
2015 Q1	$3K	Hold	52	–	–	﹤0.01%	3793
2014 Q4	$3K	Hold	52	–	–	﹤0.01%	3744
2014 Q3	$2K	Hold	52	–	–	﹤0.01%	3721
2014 Q2	$2K	Hold	52	–	–	﹤0.01%	3560
2014 Q1	$2K	Hold	52	–	–	﹤0.01%	3408
2013 Q4	$2K	Hold	52	–	–	﹤0.01%	3134
2013 Q3	$2K	Hold	52	–	–	﹤0.01%	3018
2013 Q2	$2K	Buy	+52	New	+$2.1K	﹤0.01%	2865

Other funds holding FFG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Creative Planning's FFG Position: Q3 2017 in Review

Creative Planning sold out of FBL Financial Group (FFG) in Q3 2017, closing a stake of 52 shares — an estimated $3K sold.

Creative Planning first reported a position in FFG in Q2 2013 and held it in 16 quarters. The position peaked at $4K in Q4 2016. 95 funds tracked by Wall St. Rank hold FFG as of Q3 2017.

Creative Planning reported no remaining FBL Financial Group position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 52 FBL Financial Group shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in FBL Financial Group in Q2 2013 and held it in 16 quarters.
Creative Planning's FBL Financial Group position peaked at $4K in Q4 2016.
95 funds tracked by Wall St. Rank held FBL Financial Group as of Q3 2017.

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