Creative Planning’s Onvia, Inc. ONVI Stock Holding History

Creative Planning’s Portfolio ONVI Stock Details ONVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-60	Closed	–	–	4502
2017 Q2	$0	Buy	+60	New	+$270	﹤0.01%	5024

Other funds holding ONVI

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

CPA

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ONVI Position: Q3 2017 in Review

Creative Planning sold out of Onvia, Inc. (ONVI) in Q3 2017, closing a stake of 60 shares.

Creative Planning first reported a position in ONVI in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 13 funds tracked by Wall St. Rank hold ONVI as of Q3 2017.

Creative Planning reported no remaining Onvia, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 60 Onvia, Inc. shares in Q3 2017.
Creative Planning first reported a position in Onvia, Inc. in Q2 2017 and held it in 1 quarter.
Creative Planning's Onvia, Inc. position peaked at $0 in Q2 2017.
13 funds tracked by Wall St. Rank held Onvia, Inc. as of Q3 2017.

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