Creative Planning
PGLC

Creative Planning’s Pershing Gold Corporation. Common Stock PGLC Stock Holding History

Creative Planning’s Portfolio PGLC Stock Details PGLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-375
Closed -$1K – 4679
2017
Q2 		$1K Sell
375
-11,477
-97% -$32.4K ﹤0.01% 4586
2017
Q1 		$34K Buy
11,852
+7,222
+156% +$22.6K ﹤0.01% 2762
2016
Q4 		$15K Hold
4,630
– – ﹤0.01% 3297
2016
Q3 		$21K Sell
4,630
-914
-16% -$4.08K ﹤0.01% 3051
2016
Q2 		$24K Sell
5,544
-2,179
-28% -$8.81K ﹤0.01% 2683
2016
Q1 		$31K Buy
7,723
+7,223
+1,445% +$27.3K ﹤0.01% 2447
2015
Q4 		$2K Buy
+500
New +$1.95K ﹤0.01% 4150

Other funds holding PGLC

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's PGLC Position: Q3 2017 in Review

Creative Planning sold out of Pershing Gold Corporation. Common Stock (PGLC) in Q3 2017, closing a stake of 375 shares — an estimated $1K sold.

Creative Planning first reported a position in PGLC in Q4 2015 and held it in 7 quarters. The position peaked at $34K in Q1 2017. 23 funds tracked by Wall St. Rank hold PGLC as of Q3 2017.

  • Creative Planning reported no remaining Pershing Gold Corporation. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 375 Pershing Gold Corporation. Common Stock shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Pershing Gold Corporation. Common Stock in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Pershing Gold Corporation. Common Stock position peaked at $34K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held Pershing Gold Corporation. Common Stock as of Q3 2017.

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