Creative Planning
GV

Creative Planning’s Goldfield Corporation GV Stock Holding History

Creative Planning’s Portfolio GV Stock Details GV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,500
Closed -$36K – 4150
2017
Q2 		$36K Sell
6,500
-2,150
-25% -$10.6K ﹤0.01% 2790
2017
Q1 		$50K Buy
+8,650
New +$56.4K ﹤0.01% 2482
2015
Q2 		– Sell
-14,400
Closed -$28K – 3416
2015
Q1 		$28K Buy
+14,400
New +$35.2K ﹤0.01% 2461

Other funds holding GV

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

Creative Planning's GV Position: Q3 2017 in Review

Creative Planning sold out of Goldfield Corporation (GV) in Q3 2017, closing a stake of 6,500 shares — an estimated $36K sold.

Creative Planning first reported a position in GV in Q1 2015 and held it in 3 quarters. The position peaked at $50K in Q1 2017. 53 funds tracked by Wall St. Rank hold GV as of Q3 2017.

  • Creative Planning reported no remaining Goldfield Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 6,500 Goldfield Corporation shares in Q3 2017, an estimated $36K.
  • Creative Planning first reported a position in Goldfield Corporation in Q1 2015 and held it in 3 quarters.
  • Creative Planning's Goldfield Corporation position peaked at $50K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Goldfield Corporation as of Q3 2017.

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