Creative Planning
OTIV

Creative Planning’s OTI On Track Innovations Ltd OTIV Stock Holding History

Creative Planning’s Portfolio OTIV Stock Details OTIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20,100
Closed -$24K – 2210
2018
Q2 		$24K Hold
20,100
– – ﹤0.01% 1901
2018
Q1 		$20K Buy
+20,100
New +$23.1K ﹤0.01% 1889
2016
Q3 		– Sell
-3,000
Closed -$3K – 4819
2016
Q2 		$3K Hold
3,000
– – ﹤0.01% 3944
2016
Q1 		$3K Hold
3,000
– – ﹤0.01% 3863
2015
Q4 		$1K Hold
3,000
– – ﹤0.01% 4304
2015
Q3 		$2K Buy
+3,000
New +$3.2K ﹤0.01% 4010
2015
Q2 		– Sell
-3,000
Closed -$4K – 3516
2015
Q1 		$4K Hold
3,000
– – ﹤0.01% 3681
2014
Q4 		$5K Hold
3,000
– – ﹤0.01% 3530
2014
Q3 		$8K Buy
+3,000
New +$7.66K ﹤0.01% 3096

Other funds holding OTIV

GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return