Creative Planning
OIG

Creative Planning’s Orbital Infrastructure Group, Inc. Common Stock OIG Stock Holding History

Creative Planning’s Portfolio OIG Stock Details OIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-275
Closed -$7K – 2305
2020
Q2 		$7K Buy
+275
New +$8.11K ﹤0.01% 1901
2017
Q3 		– Sell
-8
Closed -$1K – 3958
2017
Q2 		$1K Hold
8
– – ﹤0.01% 4536
2017
Q1 		$1K Hold
8
– – ﹤0.01% 4534
2016
Q4 		$2K Hold
8
– – ﹤0.01% 4334
2016
Q3 		$2K Hold
8
– – ﹤0.01% 4282
2016
Q2 		$2K Hold
8
– – ﹤0.01% 4074
2016
Q1 		$2K Buy
+8
New +$2.52K ﹤0.01% 4014
2015
Q1 		– Sell
-8
Closed -$2K – 4459
2014
Q4 		$2K Buy
+8
New +$2.33K ﹤0.01% 3869

Other funds holding OIG

BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Creative Planning's OIG Position: Q3 2020 in Review

Creative Planning sold out of Orbital Infrastructure Group, Inc. Common Stock (OIG) in Q3 2020, closing a stake of 275 shares — an estimated $7K sold.

Creative Planning first reported a position in OIG in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q2 2020. 26 funds tracked by Wall St. Rank hold OIG as of Q3 2020.

  • Creative Planning reported no remaining Orbital Infrastructure Group, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 275 Orbital Infrastructure Group, Inc. Common Stock shares in Q3 2020, an estimated $7K.
  • Creative Planning first reported a position in Orbital Infrastructure Group, Inc. Common Stock in Q4 2014 and held it in 8 quarters.
  • Creative Planning's Orbital Infrastructure Group, Inc. Common Stock position peaked at $7K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held Orbital Infrastructure Group, Inc. Common Stock as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.