Creative Planning
KONA

Creative Planning’s Kona Grill, Inc. KONA Stock Holding History

Creative Planning’s Portfolio KONA Stock Details KONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,732
Closed -$19K – 2177
2017
Q4 		$19K Buy
+10,732
New +$28.5K ﹤0.01% 1856

Other funds holding KONA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's KONA Position: Q1 2018 in Review

Creative Planning sold out of Kona Grill, Inc. (KONA) in Q1 2018, closing a stake of 10,732 shares — an estimated $19K sold.

Creative Planning first reported a position in KONA in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 27 funds tracked by Wall St. Rank hold KONA as of Q1 2018.

  • Creative Planning reported no remaining Kona Grill, Inc. position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 10,732 Kona Grill, Inc. shares in Q1 2018, an estimated $19K.
  • Creative Planning first reported a position in Kona Grill, Inc. in Q4 2017 and held it in 1 quarter.
  • Creative Planning's Kona Grill, Inc. position peaked at $19K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held Kona Grill, Inc. as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.