Creative Planning’s KVH Industries KVHI Stock Holding History

Creative Planning’s Portfolio KVHI Stock Details KVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,100	Closed	-$10K	–	2877
2017 Q2	$10K	Sell	1,100 -300	-21%	-$2.67K	﹤0.01%	3625
2017 Q1	$12K	Hold	1,400	–	–	﹤0.01%	3476
2016 Q4	$17K	Sell	1,400 -158	-10%	-$1.56K	﹤0.01%	3174
2016 Q3	$14K	Buy	1,558 +158	+11%	+$1.35K	﹤0.01%	3275
2016 Q2	$11K	Hold	1,400	–	–	﹤0.01%	3183
2016 Q1	$13K	Hold	1,400	–	–	﹤0.01%	3050
2015 Q4	$13K	Hold	1,400	–	–	﹤0.01%	3121
2015 Q3	$14K	Buy	+1,400	New	+$16K	﹤0.01%	2992
2015 Q2	–	Sell	-1,400	Closed	-$21K	–	2125
2015 Q1	$21K	Hold	1,400	–	–	﹤0.01%	2681
2014 Q4	$18K	Hold	1,400	–	–	﹤0.01%	2732
2014 Q3	$16K	Hold	1,400	–	–	﹤0.01%	2667
2014 Q2	$18K	Hold	1,400	–	–	﹤0.01%	2552
2014 Q1	$18K	Hold	1,400	–	–	﹤0.01%	2445
2013 Q4	$18K	Hold	1,400	–	–	﹤0.01%	2247
2013 Q3	$19K	Hold	1,400	–	–	﹤0.01%	2129
2013 Q2	$19K	Buy	+1,400	New	+$18.3K	﹤0.01%	1957

Other funds holding KVHI

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's KVHI Position: Q3 2017 in Review

Creative Planning sold out of KVH Industries (KVHI) in Q3 2017, closing a stake of 1,100 shares — an estimated $10K sold.

Creative Planning first reported a position in KVHI in Q2 2013 and held it in 16 quarters. The position peaked at $21K in Q1 2015. 69 funds tracked by Wall St. Rank hold KVHI as of Q3 2017.

Creative Planning reported no remaining KVH Industries position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,100 KVH Industries shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in KVH Industries in Q2 2013 and held it in 16 quarters.
Creative Planning's KVH Industries position peaked at $21K in Q1 2015.
69 funds tracked by Wall St. Rank held KVH Industries as of Q3 2017.

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