Creative Planning
PVD

Creative Planning’s Admin Fondos Pensions PVD Stock Holding History

Creative Planning’s Portfolio PVD Stock Details PVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-88
Closed -$8K – 4338
2014
Q2 		$8K Hold
88
– – ﹤0.01% 3021
2014
Q1 		$8K Sell
88
-250
-74% -$21.2K ﹤0.01% 2894
2013
Q4 		$29K Buy
+338
New +$29.1K ﹤0.01% 1983

Other funds holding PVD

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's PVD Position: Q3 2014 in Review

Creative Planning sold out of Admin Fondos Pensions (PVD) in Q3 2014, closing a stake of 88 shares — an estimated $8K sold.

Creative Planning first reported a position in PVD in Q4 2013 and held it in 3 quarters. The position peaked at $29K in Q4 2013. 5 funds tracked by Wall St. Rank hold PVD as of Q3 2014.

  • Creative Planning reported no remaining Admin Fondos Pensions position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 88 Admin Fondos Pensions shares in Q3 2014, an estimated $8K.
  • Creative Planning first reported a position in Admin Fondos Pensions in Q4 2013 and held it in 3 quarters.
  • Creative Planning's Admin Fondos Pensions position peaked at $29K in Q4 2013.
  • 5 funds tracked by Wall St. Rank held Admin Fondos Pensions as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.