Creative Planning

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	–	4406
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 $1.9T AUM 41.92% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Lyon Street Capital Sausalito, California $67M AUM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Renaissance Technologies

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return