Creative Planning’s General Moly, Inc. GMO Stock Holding History

Creative Planning’s Portfolio GMO Stock Details GMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	–	–	4179
2017 Q2	$0	Hold	1,000	–	–	﹤0.01%	4936
2017 Q1	$1K	Hold	1,000	–	–	﹤0.01%	4544
2016 Q4	$0	Hold	1,000	–	–	﹤0.01%	4949
2016 Q3	$0	Buy	+1,000	New	+$318	﹤0.01%	4808
2015 Q1	–	Sell	-4,000	Closed	-$2K	–	4483
2014 Q4	$2K	Buy	+4,000	New	+$2.25K	﹤0.01%	3883
2013 Q4	–	Sell	-19,400	Closed	-$32K	–	3533
2013 Q3	$32K	Buy	+19,400	New	+$35K	﹤0.01%	1808

Other funds holding GMO

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's GMO Position: Q3 2017 in Review

Creative Planning sold out of General Moly, Inc. (GMO) in Q3 2017, closing a stake of 1,000 shares.

Creative Planning first reported a position in GMO in Q3 2013 and held it in 6 quarters. The position peaked at $32K in Q3 2013. 39 funds tracked by Wall St. Rank hold GMO as of Q3 2017.

Creative Planning reported no remaining General Moly, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 General Moly, Inc. shares in Q3 2017.
Creative Planning first reported a position in General Moly, Inc. in Q3 2013 and held it in 6 quarters.
Creative Planning's General Moly, Inc. position peaked at $32K in Q3 2013.
39 funds tracked by Wall St. Rank held General Moly, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.