Creative Planning
KIOR

Creative Planning’s KIOR, INC CLASS A COM STK KIOR Stock Holding History

Creative Planning’s Portfolio KIOR Stock Details KIOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$2K – 3489
2013
Q2 		$2K Buy
+400
New +$1.79K ﹤0.01% 2902

Other funds holding KIOR

ACM
Artis Capital Management San Francisco, California $10M AUM 14.67% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
STC
SEI Trust Company Oaks, Pennsylvania $10.3B AUM 18.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's KIOR Position: Q3 2013 in Review

Creative Planning sold out of KIOR, INC CLASS A COM STK (KIOR) in Q3 2013, closing a stake of 400 shares — an estimated $2K sold.

Creative Planning first reported a position in KIOR in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 63 funds tracked by Wall St. Rank hold KIOR as of Q3 2013.

  • Creative Planning reported no remaining KIOR, INC CLASS A COM STK position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 400 KIOR, INC CLASS A COM STK shares in Q3 2013, an estimated $2K.
  • Creative Planning first reported a position in KIOR, INC CLASS A COM STK in Q2 2013 and held it in 1 quarter.
  • Creative Planning's KIOR, INC CLASS A COM STK position peaked at $2K in Q2 2013.
  • 63 funds tracked by Wall St. Rank held KIOR, INC CLASS A COM STK as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.