Creative Planning
PLG

Creative Planning’s Platinum Group Metals PLG Stock Holding History

Creative Planning’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-370
Closed -$3K – 3215
2017
Q2 		$3K Buy
370
+355
+2,367% +$4.12K ﹤0.01% 4196
2017
Q1 		$0 Buy
+15
New +$261 ﹤0.01% 4848
2016
Q4 		– Sell
-50
Closed -$1K – 4776
2016
Q3 		$1K Buy
+50
New +$1.55K ﹤0.01% 4425
2015
Q2 		– Sell
-5
Closed – – 2486
2015
Q1 		$0 Buy
+5
New +$252 ﹤0.01% 4357

Other funds holding PLG

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PLG Position: Q3 2017 in Review

Creative Planning sold out of Platinum Group Metals (PLG) in Q3 2017, closing a stake of 370 shares — an estimated $3K sold.

Creative Planning first reported a position in PLG in Q1 2015 and held it in 4 quarters. The position peaked at $3K in Q2 2017. 35 funds tracked by Wall St. Rank hold PLG as of Q3 2017.

  • Creative Planning reported no remaining Platinum Group Metals position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 370 Platinum Group Metals shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Platinum Group Metals in Q1 2015 and held it in 4 quarters.
  • Creative Planning's Platinum Group Metals position peaked at $3K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2017.

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