Creative Planning
FGH

Creative Planning’s FG Group Holdings Inc. FGH Stock Holding History

Creative Planning’s Portfolio FGH Stock Details FGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-157
Closed -$1K – 4901
2016
Q3 		$1K Buy
+157
New +$903 ﹤0.01% 4467

Other funds holding FGH

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Creative Planning's FGH Position: Q4 2016 in Review

Creative Planning sold out of FG Group Holdings Inc. (FGH) in Q4 2016, closing a stake of 157 shares — an estimated $1K sold.

Creative Planning first reported a position in FGH in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 36 funds tracked by Wall St. Rank hold FGH as of Q4 2016.

  • Creative Planning reported no remaining FG Group Holdings Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 157 FG Group Holdings Inc. shares in Q4 2016, an estimated $1K.
  • Creative Planning first reported a position in FG Group Holdings Inc. in Q3 2016 and held it in 1 quarter.
  • Creative Planning's FG Group Holdings Inc. position peaked at $1K in Q3 2016.
  • 36 funds tracked by Wall St. Rank held FG Group Holdings Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.