Creative Planning’s Parkway, Inc. PKY Stock Holding History

Creative Planning’s Portfolio PKY Stock Details PKY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-633	Closed	-$14K	–	4517
2017 Q2	$14K	Sell	633 -147	-19%	-$2.96K	﹤0.01%	3437
2017 Q1	$16K	Buy	780 +563	+259%	+$11.8K	﹤0.01%	3307
2016 Q4	$5K	Sell	217 -508	-70%	-$9.6K	﹤0.01%	4015
2016 Q3	$12K	Buy	+725	New	+$12.6K	﹤0.01%	3430
2014 Q2	–	Sell	-19	Closed	–	–	4063
2014 Q1	$0	Hold	19	–	–	﹤0.01%	3855
2013 Q4	$0	Buy	+19	New	+$341	﹤0.01%	3574

Other funds holding PKY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Creative Planning's PKY Position: Q3 2017 in Review

Creative Planning sold out of Parkway, Inc. (PKY) in Q3 2017, closing a stake of 633 shares — an estimated $14K sold.

Creative Planning first reported a position in PKY in Q4 2013 and held it in 6 quarters. The position peaked at $16K in Q1 2017. 145 funds tracked by Wall St. Rank hold PKY as of Q3 2017.

Creative Planning reported no remaining Parkway, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 633 Parkway, Inc. shares in Q3 2017, an estimated $14K.
Creative Planning first reported a position in Parkway, Inc. in Q4 2013 and held it in 6 quarters.
Creative Planning's Parkway, Inc. position peaked at $16K in Q1 2017.
145 funds tracked by Wall St. Rank held Parkway, Inc. as of Q3 2017.

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