Creative Planning’s Onebeacon Insurance Group Ltd OB Stock Holding History

Creative Planning’s Portfolio OB Stock Details OB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$5K	–	4757
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	4056
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	4019
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	4024
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	4057
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	3842
2016 Q1	$4K	Buy	+300	New	+$3.83K	﹤0.01%	3771
2015 Q2	–	Sell	-600	Closed	-$9K	–	4301
2015 Q1	$9K	Hold	600	–	–	﹤0.01%	3293
2014 Q4	$10K	Hold	600	–	–	﹤0.01%	3163
2014 Q3	$9K	Buy	+600	New	+$9.43K	﹤0.01%	3049

Other funds holding OB

NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Creative Planning's OB Position: Q3 2017 in Review

Creative Planning sold out of Onebeacon Insurance Group Ltd (OB) in Q3 2017, closing a stake of 300 shares — an estimated $5K sold.

Creative Planning first reported a position in OB in Q3 2014 and held it in 9 quarters. The position peaked at $10K in Q4 2014. 3 funds tracked by Wall St. Rank hold OB as of Q3 2017.

Creative Planning reported no remaining Onebeacon Insurance Group Ltd position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 300 Onebeacon Insurance Group Ltd shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Onebeacon Insurance Group Ltd in Q3 2014 and held it in 9 quarters.
Creative Planning's Onebeacon Insurance Group Ltd position peaked at $10K in Q4 2014.
3 funds tracked by Wall St. Rank held Onebeacon Insurance Group Ltd as of Q3 2017.

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