Creative Planning
KVHI icon

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 $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return