Creative Planning
GORO icon

Creative Planning’s Gold Resource Corp GORO Stock Holding History

Creative Planning’s Portfolio GORO Stock Details GORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,938
Closed -$69K – 2633
2017
Q2 		$69K Buy
16,938
+16,837
+16,670% +$64K ﹤0.01% 2262
2017
Q1 		$0 Sell
101
-12,300
-99% -$63.1K ﹤0.01% 4756
2016
Q4 		$54K Sell
12,401
-17,654
-59% -$87.1K ﹤0.01% 2330
2016
Q3 		$223K Buy
30,055
+30,054
+3,005,400% +$178K ﹤0.01% 1342
2016
Q2 		$0 Sell
1
-8,822
-100% -$27.9K ﹤0.01% 4411
2016
Q1 		$21K Buy
8,823
+5,811
+193% +$10.4K ﹤0.01% 2718
2015
Q4 		$5K Buy
3,012
+1,012
+51% +$2.43K ﹤0.01% 3668
2015
Q3 		$5K Buy
+2,000
New +$4.77K ﹤0.01% 3603
2015
Q2 		– Sell
-5,350
Closed -$17K – 1848
2015
Q1 		$17K Sell
5,350
-350
-6% -$1.17K ﹤0.01% 2843
2014
Q4 		$19K Buy
5,700
+1,300
+30% +$5.16K ﹤0.01% 2689
2014
Q3 		$23K Buy
4,400
+200
+5% +$1.1K ﹤0.01% 2449
2014
Q2 		$21K Hold
4,200
– – ﹤0.01% 2452
2014
Q1 		$20K Sell
4,200
-52
-1% -$264 ﹤0.01% 2367
2013
Q4 		$19K Buy
4,252
+1,599
+60% +$8.21K ﹤0.01% 2213
2013
Q3 		$18K Buy
2,653
+60
+2% +$475 ﹤0.01% 2158
2013
Q2 		$23K Buy
+2,593
New +$25.6K ﹤0.01% 1840

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CIP
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return