Creative Planning
OIBR

Creative Planning’s OI S A SPONSORED ADR REPSTG PFD NEW (BRA) OIBR Stock Holding History

Creative Planning’s Portfolio OIBR Stock Details OIBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-821
Closed – – 4685
2016
Q1 		$0 Sell
821
-15
-2% -$5 ﹤0.01% 4738
2015
Q4 		$0 Hold
836
– – ﹤0.01% 4762
2015
Q3 		$1K Buy
+836
New +$918 ﹤0.01% 4232
2015
Q2 		– Sell
-865
Closed -$1K – 3861
2015
Q1 		$1K Buy
865
+10
+1% +$22 ﹤0.01% 4133
2014
Q4 		$3K Buy
+855
New +$42K ﹤0.01% 3765

Other funds holding OIBR

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return