Creative Planning
PCOM

Creative Planning’s Points.com Inc. Common Shares PCOM Stock Holding History

Creative Planning’s Portfolio PCOM Stock Details PCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$3K – 4405
2014
Q3 		$3K Hold
200
– – ﹤0.01% 3561
2014
Q2 		$5K Hold
200
– – ﹤0.01% 3255
2014
Q1 		$5K Hold
200
– – ﹤0.01% 3115
2013
Q4 		$5K Hold
200
– – ﹤0.01% 2859
2013
Q3 		$5K Sell
200
-153
-43% -$3.44K ﹤0.01% 2751
2013
Q2 		$8K Buy
+353
New +$6.34K ﹤0.01% 2378

Other funds holding PCOM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Creative Planning's PCOM Position: Q4 2014 in Review

Creative Planning sold out of Points.com Inc. Common Shares (PCOM) in Q4 2014, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in PCOM in Q2 2013 and held it in 6 quarters. The position peaked at $8K in Q2 2013. 40 funds tracked by Wall St. Rank hold PCOM as of Q4 2014.

  • Creative Planning reported no remaining Points.com Inc. Common Shares position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 200 Points.com Inc. Common Shares shares in Q4 2014, an estimated $3K.
  • Creative Planning first reported a position in Points.com Inc. Common Shares in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Points.com Inc. Common Shares position peaked at $8K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Points.com Inc. Common Shares as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.