Creative Planning
JOB icon

Creative Planning’s GEE Group JOB Stock Holding History

Creative Planning’s Portfolio JOB Stock Details JOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$1K – 2826
2017
Q2 		$1K Buy
+100
New +$571 ﹤0.01% 4449

Other funds holding JOB

SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
TU
TDAM USA Toronto, Ontario, Canada $1.61B AUM 28.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MFW
Mosaic Family Wealth St. Louis, Missouri $384M AUM 21.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's JOB Position: Q3 2017 in Review

Creative Planning sold out of GEE Group (JOB) in Q3 2017, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in JOB in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 11 funds tracked by Wall St. Rank hold JOB as of Q3 2017.

  • Creative Planning reported no remaining GEE Group position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 GEE Group shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in GEE Group in Q2 2017 and held it in 1 quarter.
  • Creative Planning's GEE Group position peaked at $1K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held GEE Group as of Q3 2017.

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