Creative Planning
FTD

Creative Planning’s FTD Companies, Inc. Common Stock FTD Stock Holding History

Creative Planning’s Portfolio FTD Stock Details FTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-20
Closed – – 4822
2016
Q2 		$0 Hold
20
– – ﹤0.01% 4616
2016
Q1 		$1K Buy
+20
New +$484 ﹤0.01% 4223
2015
Q2 		– Sell
-105
Closed -$3K – 3542
2015
Q1 		$3K Buy
105
+65
+163% +$2.17K ﹤0.01% 3809
2014
Q4 		$1K Hold
40
– – ﹤0.01% 4046
2014
Q3 		$1K Sell
40
-60
-60% -$1.95K ﹤0.01% 3908
2014
Q2 		$3K Sell
100
-104
-51% -$3.17K ﹤0.01% 3440
2014
Q1 		$6K Buy
204
+4
+2% +$127 ﹤0.01% 3031
2013
Q4 		$7K Buy
+200
New +$6.49K ﹤0.01% 2736

Other funds holding FTD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Creative Planning's FTD Position: Q3 2016 in Review

Creative Planning sold out of FTD Companies, Inc. Common Stock (FTD) in Q3 2016, closing a stake of 20 shares.

Creative Planning first reported a position in FTD in Q4 2013 and held it in 8 quarters. The position peaked at $7K in Q4 2013. 128 funds tracked by Wall St. Rank hold FTD as of Q3 2016.

  • Creative Planning reported no remaining FTD Companies, Inc. Common Stock position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 20 FTD Companies, Inc. Common Stock shares in Q3 2016.
  • Creative Planning first reported a position in FTD Companies, Inc. Common Stock in Q4 2013 and held it in 8 quarters.
  • Creative Planning's FTD Companies, Inc. Common Stock position peaked at $7K in Q4 2013.
  • 128 funds tracked by Wall St. Rank held FTD Companies, Inc. Common Stock as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.