Creative Planning
GRF

Creative Planning’s Eagle Capital Growth Fund GRF Stock Holding History

Creative Planning’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-989
Closed -$7K – 4757
2016
Q4 		$7K Buy
+989
New +$7.73K ﹤0.01% 3764

Other funds holding GRF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's GRF Position: Q1 2017 in Review

Creative Planning sold out of Eagle Capital Growth Fund (GRF) in Q1 2017, closing a stake of 989 shares — an estimated $7K sold.

Creative Planning first reported a position in GRF in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 10 funds tracked by Wall St. Rank hold GRF as of Q1 2017.

  • Creative Planning reported no remaining Eagle Capital Growth Fund position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 989 Eagle Capital Growth Fund shares in Q1 2017, an estimated $7K.
  • Creative Planning first reported a position in Eagle Capital Growth Fund in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Eagle Capital Growth Fund position peaked at $7K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2017.

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