Creative Planning
FLTX

Creative Planning’s Fleetmatics Group PLC FLTX Stock Holding History

Creative Planning’s Portfolio FLTX Stock Details FLTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,000
Closed -$51K – 4725
2015
Q4 		$51K Buy
+1,000
New +$55.5K ﹤0.01% 2113
2015
Q2 		– Sell
-100
Closed -$4K – 3806
2015
Q1 		$4K Buy
+100
New +$3.96K ﹤0.01% 3695
2013
Q4 		– Sell
-850
Closed -$32K – 3589
2013
Q3 		$32K Buy
+850
New +$34.2K ﹤0.01% 1812

Other funds holding FLTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's FLTX Position: Q1 2016 in Review

Creative Planning sold out of Fleetmatics Group PLC (FLTX) in Q1 2016, closing a stake of 1,000 shares — an estimated $51K sold.

Creative Planning first reported a position in FLTX in Q3 2013 and held it in 3 quarters. The position peaked at $51K in Q4 2015. 185 funds tracked by Wall St. Rank hold FLTX as of Q1 2016.

  • Creative Planning reported no remaining Fleetmatics Group PLC position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 1,000 Fleetmatics Group PLC shares in Q1 2016, an estimated $51K.
  • Creative Planning first reported a position in Fleetmatics Group PLC in Q3 2013 and held it in 3 quarters.
  • Creative Planning's Fleetmatics Group PLC position peaked at $51K in Q4 2015.
  • 185 funds tracked by Wall St. Rank held Fleetmatics Group PLC as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.