Creative Planning’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Creative Planning’s Portfolio PT Stock Details PT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-19,500	Closed	-$21K	–	4609
2014 Q4	$21K	Buy	19,500 +7,946	+69%	+$12.5K	﹤0.01%	2632
2014 Q3	$24K	Buy	11,554 +6,000	+108%	+$13.6K	﹤0.01%	2439
2014 Q2	$20K	Sell	5,554 -816	-13%	-$3.29K	﹤0.01%	2504
2014 Q1	$27K	Sell	6,370 -184	-3%	-$825	﹤0.01%	2212
2013 Q4	$28K	Sell	6,554 -500	-7%	-$2.25K	﹤0.01%	2006
2013 Q3	$32K	Sell	7,054 -90	-1%	-$355	﹤0.01%	1815
2013 Q2	$28K	Buy	+7,144	New	+$33.6K	﹤0.01%	1729

Other funds holding PT

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

RCM

Riverhead Capital Management Wilmington, Delaware $2.71B AUM 2.34% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

MCM

Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return

Creative Planning's PT Position: Q1 2015 in Review

Creative Planning sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q1 2015, closing a stake of 19,500 shares — an estimated $21K sold.

Creative Planning first reported a position in PT in Q2 2013 and held it in 7 quarters. The position peaked at $32K in Q3 2013. 15 funds tracked by Wall St. Rank hold PT as of Q1 2015.

Creative Planning reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 19,500 PORTUGAL TELECOM SGPS, S.A. shares in Q1 2015, an estimated $21K.
Creative Planning first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q2 2013 and held it in 7 quarters.
Creative Planning's PORTUGAL TELECOM SGPS, S.A. position peaked at $32K in Q3 2013.
15 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.