Creative Planning
NORD

Creative Planning’s Nord Anglia Education, Inc. NORD Stock Holding History

Creative Planning’s Portfolio NORD Stock Details NORD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5
Closed – – 4782
2016
Q1 		$0 Buy
+5
New +$91 ﹤0.01% 4846

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TCM
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Massachusetts Financial Services
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Ameriprise
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's NORD Position: Q2 2016 in Review

Creative Planning sold out of Nord Anglia Education, Inc. (NORD) in Q2 2016, closing a stake of 5 shares.

Creative Planning first reported a position in NORD in Q1 2016 and held it in 1 quarter. The position peaked at $0 in Q1 2016. 58 funds tracked by Wall St. Rank hold NORD as of Q2 2016.

  • Creative Planning reported no remaining Nord Anglia Education, Inc. position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 5 Nord Anglia Education, Inc. shares in Q2 2016.
  • Creative Planning first reported a position in Nord Anglia Education, Inc. in Q1 2016 and held it in 1 quarter.
  • Creative Planning's Nord Anglia Education, Inc. position peaked at $0 in Q1 2016.
  • 58 funds tracked by Wall St. Rank held Nord Anglia Education, Inc. as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.