Creative Planning
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Creative Planning’s Live Ventures LIVE Stock Holding History

Creative Planning’s Portfolio LIVE Stock Details LIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-34
Closed – – 2905
2017
Q2 		$0 Buy
+34
New +$427 ﹤0.01% 4732
2015
Q2 		– Sell
-167
Closed -$3K – 2158
2015
Q1 		$3K Buy
+167
New +$3.07K ﹤0.01% 3750
2014
Q4 		– Sell
-83
Closed -$1K – 4264
2014
Q3 		$1K Hold
83
– – ﹤0.01% 3836
2014
Q2 		$2K Buy
+83
New +$2.23K ﹤0.01% 3515

Other funds holding LIVE

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's LIVE Position: Q3 2017 in Review

Creative Planning sold out of Live Ventures (LIVE) in Q3 2017, closing a stake of 34 shares.

Creative Planning first reported a position in LIVE in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 14 funds tracked by Wall St. Rank hold LIVE as of Q3 2017.

  • Creative Planning reported no remaining Live Ventures position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 34 Live Ventures shares in Q3 2017.
  • Creative Planning first reported a position in Live Ventures in Q2 2014 and held it in 4 quarters.
  • Creative Planning's Live Ventures position peaked at $3K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held Live Ventures as of Q3 2017.

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