Creative Planning
KCLI

Creative Planning’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Creative Planning’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-5
Closed – – 4794
2015
Q3 		$0 Buy
+5
New +$232 ﹤0.01% 4439
2015
Q2 		– Sell
-5
Closed – – 3964
2015
Q1 		$0 Hold
5
– – ﹤0.01% 4588
2014
Q4 		$0 Hold
5
– – ﹤0.01% 4520
2014
Q3 		$0 Hold
5
– – ﹤0.01% 4301
2014
Q2 		$0 Hold
5
– – ﹤0.01% 4105
2014
Q1 		$0 Hold
5
– – ﹤0.01% 3883
2013
Q4 		$0 Hold
5
– – ﹤0.01% 3607
2013
Q3 		$0 Hold
5
– – ﹤0.01% 3465
2013
Q2 		$0 Buy
+5
New +$186 ﹤0.01% 3170

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's KCLI Position: Q4 2015 in Review

Creative Planning sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q4 2015, closing a stake of 5 shares.

Creative Planning first reported a position in KCLI in Q2 2013 and held it in 9 quarters. The position peaked at $0 in Q3 2015. 52 funds tracked by Wall St. Rank hold KCLI as of Q4 2015.

  • Creative Planning reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 5 KANSAS CITY LIFE INS CO NEW (MO) shares in Q4 2015.
  • Creative Planning first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2013 and held it in 9 quarters.
  • Creative Planning's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $0 in Q3 2015.
  • 52 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.