Creative Planning’s Partner Communications PTNR Stock Holding History

Creative Planning’s Portfolio PTNR Stock Details PTNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-67	Closed	–	–	4907
2017 Q1	$0	Buy	+67	New	+$387	﹤0.01%	4981
2015 Q4	–	Sell	-500	Closed	-$2K	–	4640
2015 Q3	$2K	Buy	+500	New	+$2.02K	﹤0.01%	3998
2015 Q2	–	Sell	-1,112	Closed	-$3K	–	3266
2015 Q1	$3K	Sell	1,112 -100	-8%	-$353	﹤0.01%	3786
2014 Q4	$6K	Hold	1,212	–	–	﹤0.01%	3434
2014 Q3	$9K	Buy	1,212 +100	+9%	+$741	﹤0.01%	3023
2014 Q2	$9K	Hold	1,112	–	–	﹤0.01%	2953
2014 Q1	$10K	Hold	1,112	–	–	﹤0.01%	2768
2013 Q4	$10K	Sell	1,112 -314	-22%	-$2.75K	﹤0.01%	2572
2013 Q3	$11K	Buy	1,426 +314	+28%	+$2.3K	﹤0.01%	2423
2013 Q2	$7K	Buy	+1,112	New	+$7.32K	﹤0.01%	2432

Other funds holding PTNR

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PTNR Position: Q2 2017 in Review

Creative Planning sold out of Partner Communications (PTNR) in Q2 2017, closing a stake of 67 shares.

Creative Planning first reported a position in PTNR in Q2 2013 and held it in 10 quarters. The position peaked at $11K in Q3 2013. 18 funds tracked by Wall St. Rank hold PTNR as of Q2 2017.

Creative Planning reported no remaining Partner Communications position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 67 Partner Communications shares in Q2 2017.
Creative Planning first reported a position in Partner Communications in Q2 2013 and held it in 10 quarters.
Creative Planning's Partner Communications position peaked at $11K in Q3 2013.
18 funds tracked by Wall St. Rank held Partner Communications as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.