Creative Planning
FRED

Creative Planning’s Fred's Inc FRED Stock Holding History

Creative Planning’s Portfolio FRED Stock Details FRED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10,030
Closed -$20K – 2185
2018
Q3 		$20K Hold
10,030
– – ﹤0.01% 1950
2018
Q2 		$23K Buy
+10,030
New +$21.8K ﹤0.01% 1903
2017
Q3 		– Sell
-530
Closed -$5K – 4279
2017
Q2 		$5K Hold
530
– – ﹤0.01% 4035
2017
Q1 		$7K Buy
530
+30
+6% +$472 ﹤0.01% 3828
2016
Q4 		$9K Hold
500
– – ﹤0.01% 3651
2016
Q3 		$5K Hold
500
– – ﹤0.01% 3927
2016
Q2 		$8K Hold
500
– – ﹤0.01% 3426
2016
Q1 		$7K Hold
500
– – ﹤0.01% 3445
2015
Q4 		$8K Hold
500
– – ﹤0.01% 3463
2015
Q3 		$6K Buy
+500
New +$7.69K ﹤0.01% 3552
2015
Q1 		– Sell
-150
Closed -$3K – 4496
2014
Q4 		$3K Hold
150
– – ﹤0.01% 3749
2014
Q3 		$2K Hold
150
– – ﹤0.01% 3726
2014
Q2 		$2K Hold
150
– – ﹤0.01% 3566
2014
Q1 		$3K Buy
+150
New +$2.77K ﹤0.01% 3298
2013
Q3 		– Sell
-103
Closed -$2K – 3416
2013
Q2 		$2K Buy
+103
New +$1.53K ﹤0.01% 2872

Other funds holding FRED

AGC
Alden Global Capital Brandon, Florida $177M AUM 32.31% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return