Creative Planning
PTP

Creative Planning’s PLATINUM UNDERWRITERS HLDGS LTD PTP Stock Holding History

Creative Planning’s Portfolio PTP Stock Details PTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-40
Closed -$3K – 4619
2014
Q4 		$3K Hold
40
– – ﹤0.01% 3771
2014
Q3 		$2K Hold
40
– – ﹤0.01% 3765
2014
Q2 		$3K Hold
40
– – ﹤0.01% 3467
2014
Q1 		$2K Hold
40
– – ﹤0.01% 3446
2013
Q4 		$2K Hold
40
– – ﹤0.01% 3170
2013
Q3 		$2K Hold
40
– – ﹤0.01% 3053
2013
Q2 		$2K Buy
+40
New +$2.28K ﹤0.01% 2897

Other funds holding PTP

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

Creative Planning's PTP Position: Q1 2015 in Review

Creative Planning sold out of PLATINUM UNDERWRITERS HLDGS LTD (PTP) in Q1 2015, closing a stake of 40 shares — an estimated $3K sold.

Creative Planning first reported a position in PTP in Q2 2013 and held it in 7 quarters. The position peaked at $3K in Q4 2014. 1 fund tracked by Wall St. Rank holds PTP as of Q1 2015.

  • Creative Planning reported no remaining PLATINUM UNDERWRITERS HLDGS LTD position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 40 PLATINUM UNDERWRITERS HLDGS LTD shares in Q1 2015, an estimated $3K.
  • Creative Planning first reported a position in PLATINUM UNDERWRITERS HLDGS LTD in Q2 2013 and held it in 7 quarters.
  • Creative Planning's PLATINUM UNDERWRITERS HLDGS LTD position peaked at $3K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held PLATINUM UNDERWRITERS HLDGS LTD as of Q1 2015.

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