Creative Planning
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Creative Planning’s PetMed Express PETS Stock Holding History

Creative Planning’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,030
Closed -$82K – 3184
2017
Q2 		$82K Sell
2,030
-10
-0.5% -$310 ﹤0.01% 2140
2017
Q1 		$41K Sell
2,040
-3,379
-62% -$71.5K ﹤0.01% 2627
2016
Q4 		$125K Buy
5,419
+2,980
+122% +$63.8K ﹤0.01% 1710
2016
Q3 		$49K Sell
2,439
-474
-16% -$9.55K ﹤0.01% 2380
2016
Q2 		$55K Sell
2,913
-997
-25% -$18.3K ﹤0.01% 2080
2016
Q1 		$70K Buy
3,910
+1,336
+52% +$22.9K ﹤0.01% 1864
2015
Q4 		$44K Buy
2,574
+300
+13% +$5.04K ﹤0.01% 2213
2015
Q3 		$37K Buy
+2,274
New +$38.1K ﹤0.01% 2272
2015
Q2 		– Sell
-1,823
Closed -$30K – 2454
2015
Q1 		$30K Sell
1,823
-1,000
-35% -$15.5K ﹤0.01% 2409
2014
Q4 		$41K Buy
2,823
+1,200
+74% +$16.2K ﹤0.01% 2141
2014
Q3 		$22K Hold
1,623
– – ﹤0.01% 2486
2014
Q2 		$22K Buy
1,623
+613
+61% +$8.09K ﹤0.01% 2433
2014
Q1 		$14K Buy
1,010
+510
+102% +$7.07K ﹤0.01% 2590
2013
Q4 		$8K Buy
+500
New +$7.81K ﹤0.01% 2671
2013
Q3 		– Sell
-6,800
Closed -$86K – 3314
2013
Q2 		$86K Buy
+6,800
New +$88.7K ﹤0.01% 1069

Other funds holding PETS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Creative Planning's PETS Position: Q3 2017 in Review

Creative Planning sold out of PetMed Express (PETS) in Q3 2017, closing a stake of 2,030 shares — an estimated $82K sold.

Creative Planning first reported a position in PETS in Q2 2013 and held it in 15 quarters. The position peaked at $125K in Q4 2016. 179 funds tracked by Wall St. Rank hold PETS as of Q3 2017.

  • Creative Planning reported no remaining PetMed Express position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,030 PetMed Express shares in Q3 2017, an estimated $82K.
  • Creative Planning first reported a position in PetMed Express in Q2 2013 and held it in 15 quarters.
  • Creative Planning's PetMed Express position peaked at $125K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held PetMed Express as of Q3 2017.

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