Creative Planning’s OI S.A. American Depositary Shares, each representing five shares of common stock OIBR.C Stock Holding History

Creative Planning’s Portfolio OIBR.C Stock Details OIBR.C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,603	Closed	-$22K	–	4585
2017 Q2	$22K	Buy	3,603 +3,597	+59,950%	+$22.2K	﹤0.01%	3144
2017 Q1	$0	Hold	6	–	–	﹤0.01%	5145
2016 Q4	$0	Hold	6	–	–	﹤0.01%	5090
2016 Q3	$0	Hold	6	–	–	﹤0.01%	4940
2016 Q2	$0	Buy	+6	New	+$9	﹤0.01%	4746
2016 Q1	–	Sell	-1	Closed	–	–	4813
2015 Q4	$0	Hold	1	–	–	﹤0.01%	4846
2015 Q3	$0	Buy	+1	New	+$6	﹤0.01%	4452
2015 Q2	–	Hold	0	–	–	–	4076
2015 Q1	–	Hold	0	–	–	–	4654
2014 Q4	–	Hold	0	–	–	–	4561
2014 Q3	–	Hold	0	–	–	–	4326
2014 Q2	–	Hold	0	–	–	–	4128
2014 Q1	–	Hold	0	–	–	–	3902

Other funds holding OIBR.C

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's OIBR.C Position: Q3 2017 in Review

Creative Planning sold out of OI S.A. American Depositary Shares, each representing five shares of common stock (OIBR.C) in Q3 2017, closing a stake of 3,603 shares — an estimated $22K sold.

Creative Planning first reported a position in OIBR.C in Q3 2015 and held it in 7 quarters. The position peaked at $22K in Q2 2017. 26 funds tracked by Wall St. Rank hold OIBR.C as of Q3 2017.

Creative Planning reported no remaining OI S.A. American Depositary Shares, each representing five shares of common stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,603 OI S.A. American Depositary Shares, each representing five shares of common stock shares in Q3 2017, an estimated $22K.
Creative Planning first reported a position in OI S.A. American Depositary Shares, each representing five shares of common stock in Q3 2015 and held it in 7 quarters.
Creative Planning's OI S.A. American Depositary Shares, each representing five shares of common stock position peaked at $22K in Q2 2017.
26 funds tracked by Wall St. Rank held OI S.A. American Depositary Shares, each representing five shares of common stock as of Q3 2017.

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