Creative Planning
FSNN

Creative Planning’s Fusion Connect, Inc. Common Stock FSNN Stock Holding History

Creative Planning’s Portfolio FSNN Stock Details FSNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-133
Closed – – 5066
2016
Q4 		$0 Buy
+133
New +$285 ﹤0.01% 5012

Other funds holding FSNN

UC
Unterberg Capital New York $77.6M AUM 51.86% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Creative Planning's FSNN Position: Q1 2017 in Review

Creative Planning sold out of Fusion Connect, Inc. Common Stock (FSNN) in Q1 2017, closing a stake of 133 shares.

Creative Planning first reported a position in FSNN in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 20 funds tracked by Wall St. Rank hold FSNN as of Q1 2017.

  • Creative Planning reported no remaining Fusion Connect, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 133 Fusion Connect, Inc. Common Stock shares in Q1 2017.
  • Creative Planning first reported a position in Fusion Connect, Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Fusion Connect, Inc. Common Stock position peaked at $0 in Q4 2016.
  • 20 funds tracked by Wall St. Rank held Fusion Connect, Inc. Common Stock as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.