Creative Planning’s Pluri PLUR Stock Holding History

Creative Planning’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-63	Closed	-$6K	–	3219
2017 Q2	$6K	Sell	63 -25	-28%	-$2.77K	﹤0.01%	3917
2017 Q1	$9K	Buy	88 +25	+40%	+$2.44K	﹤0.01%	3658
2016 Q4	$7K	Hold	63	–	–	﹤0.01%	3782
2016 Q3	$8K	Hold	63	–	–	﹤0.01%	3658
2016 Q2	$7K	Sell	63 -25	-28%	-$3.12K	﹤0.01%	3475
2016 Q1	$11K	Sell	88 -125	-59%	-$11.7K	﹤0.01%	3172
2015 Q4	$19K	Buy	+213	New	+$25.4K	﹤0.01%	2888
2015 Q3	–	Sell	-250	Closed	-$50K	–	4339
2015 Q2	$50K	Hold	250	–	–	﹤0.01%	1036
2015 Q1	$56K	Sell	250 -10	-4%	-$2.35K	﹤0.01%	1949
2014 Q4	$52K	Hold	260	–	–	﹤0.01%	1985
2014 Q3	$59K	Buy	+260	New	+$59.2K	﹤0.01%	1812
2013 Q4	–	Sell	-4	Closed	-$1K	–	3432
2013 Q3	$1K	Buy	+4	New	+$996	﹤0.01%	3107

Other funds holding PLUR

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HIMC

Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return

Creative Planning's PLUR Position: Q3 2017 in Review

Creative Planning sold out of Pluri (PLUR) in Q3 2017, closing a stake of 63 shares — an estimated $6K sold.

Creative Planning first reported a position in PLUR in Q3 2013 and held it in 12 quarters. The position peaked at $59K in Q3 2014. 33 funds tracked by Wall St. Rank hold PLUR as of Q3 2017.

Creative Planning reported no remaining Pluri position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 63 Pluri shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Pluri in Q3 2013 and held it in 12 quarters.
Creative Planning's Pluri position peaked at $59K in Q3 2014.
33 funds tracked by Wall St. Rank held Pluri as of Q3 2017.

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