Creative Planning
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Creative Planning’s Goldgroup Mining 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
-4,235
Closed -$69K – 2633
2017
Q2 		$69K Buy
4,235
+4,210
+16,840% +$64.1K ﹤0.01% 2262
2017
Q1 		$0 Sell
25
-3,075
-99% -$63.1K ﹤0.01% 4756
2016
Q4 		$54K Sell
3,100
-4,414
-59% -$87.1K ﹤0.01% 2330
2016
Q3 		$223K Buy
+7,514
New +$178K ﹤0.01% 1342
2016
Q2 		– Sell
-2,206
Closed -$27.9K – 4411
2016
Q1 		$21K Buy
2,206
+1,453
+193% +$10.4K ﹤0.01% 2718
2015
Q4 		$5K Buy
753
+253
+51% +$2.43K ﹤0.01% 3668
2015
Q3 		$5K Buy
+500
New +$4.77K ﹤0.01% 3603
2015
Q2 		– Sell
-1,338
Closed -$17K – 1848
2015
Q1 		$17K Sell
1,338
-87
-6% -$1.17K ﹤0.01% 2843
2014
Q4 		$19K Buy
1,425
+325
+30% +$5.16K ﹤0.01% 2689
2014
Q3 		$23K Buy
1,100
+50
+5% +$1.1K ﹤0.01% 2449
2014
Q2 		$21K Hold
1,050
– – ﹤0.01% 2452
2014
Q1 		$20K Sell
1,050
-13
-1% -$264 ﹤0.01% 2367
2013
Q4 		$19K Buy
1,063
+400
+60% +$8.21K ﹤0.01% 2213
2013
Q3 		$18K Buy
663
+15
+2% +$475 ﹤0.01% 2158
2013
Q2 		$23K Buy
+648
New +$25.6K ﹤0.01% 1840

Other funds holding GORO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Creative Planning's GORO Position: Q3 2017 in Review

Creative Planning sold out of Goldgroup Mining (GORO) in Q3 2017, closing a stake of 4,235 shares — an estimated $69K sold.

Creative Planning first reported a position in GORO in Q2 2013 and held it in 15 quarters. The position peaked at $223K in Q3 2016. 79 funds tracked by Wall St. Rank hold GORO as of Q3 2017.

  • Creative Planning reported no remaining Goldgroup Mining position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,235 Goldgroup Mining shares in Q3 2017, an estimated $69K.
  • Creative Planning first reported a position in Goldgroup Mining in Q2 2013 and held it in 15 quarters.
  • Creative Planning's Goldgroup Mining position peaked at $223K in Q3 2016.
  • 79 funds tracked by Wall St. Rank held Goldgroup Mining as of Q3 2017.

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