Creative Planning
NOA

Creative Planning’s North American Construction NOA Stock Holding History

Creative Planning’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-300
Closed -$1K – 4754
2017
Q1 		$1K Buy
+300
New +$1.45K ﹤0.01% 4472

Other funds holding NOA

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PGIM
Pacific Global Investment Management Glendale, California $70.7M AUM 14.46% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Creative Planning's NOA Position: Q2 2017 in Review

Creative Planning sold out of North American Construction (NOA) in Q2 2017, closing a stake of 300 shares — an estimated $1K sold.

Creative Planning first reported a position in NOA in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 42 funds tracked by Wall St. Rank hold NOA as of Q2 2017.

  • Creative Planning reported no remaining North American Construction position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 300 North American Construction shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in North American Construction in Q1 2017 and held it in 1 quarter.
  • Creative Planning's North American Construction position peaked at $1K in Q1 2017.
  • 42 funds tracked by Wall St. Rank held North American Construction as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.