Creative Planning
KUB

Creative Planning’s KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) KUB Stock Holding History

Creative Planning’s Portfolio KUB Stock Details KUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-900
Closed -$66K – 3535
2013
Q2 		$66K Buy
+900
New +$67.3K ﹤0.01% 1227

Other funds holding KUB

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIP
Marietta Investment Partners Milwaukee, Wisconsin $499M AUM 41.06% 1-Year Est. Return
WIS
Wright Investors Service Shelton, Connecticut $318M AUM 33.9% 1-Year Est. Return

Creative Planning's KUB Position: Q3 2013 in Review

Creative Planning sold out of KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) (KUB) in Q3 2013, closing a stake of 900 shares — an estimated $66K sold.

Creative Planning first reported a position in KUB in Q2 2013 and held it in 1 quarter. The position peaked at $66K in Q2 2013. 38 funds tracked by Wall St. Rank hold KUB as of Q3 2013.

  • Creative Planning reported no remaining KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 900 KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) shares in Q3 2013, an estimated $66K.
  • Creative Planning first reported a position in KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) position peaked at $66K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held KUBOTA CORPORATION (ONE ADS REP 5 SHS COM) as of Q3 2013.

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