Creative Planning
QCCO

Creative Planning’s QC HLDGS INC QCCO Stock Holding History

Creative Planning’s Portfolio QCCO Stock Details QCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-769,723
Closed -$1.12M – 4773
2015
Q4 		$1.12M Hold
769,723
– – 0.01% 471
2015
Q3 		$1.27M Buy
769,723
+5,000
+0.7% +$9.25K 0.01% 415
2015
Q2 		$1.43M Hold
764,723
– – 0.01% 376
2015
Q1 		$1.68M Buy
764,723
+28,025
+4% +$49.9K 0.02% 320
2014
Q4 		$1.21M Hold
736,698
– – 0.01% 392
2014
Q3 		$1.36M Buy
736,698
+60,900
+9% +$143K 0.02% 319
2014
Q2 		$1.8M Hold
675,798
– – 0.02% 249
2014
Q1 		$1.57M Buy
675,798
+49,964
+8% +$117K 0.02% 247
2013
Q4 		$1.12M Hold
625,834
– – 0.02% 276
2013
Q3 		$1.45M Hold
625,834
– – 0.03% 198
2013
Q2 		$1.78M Buy
+625,834
New +$1.89M 0.04% 146

Other funds holding QCCO

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Creative Planning's QCCO Position: Q1 2016 in Review

Creative Planning sold out of QC HLDGS INC (QCCO) in Q1 2016, closing a stake of 769,723 shares — an estimated $1.12M sold.

Creative Planning first reported a position in QCCO in Q2 2013 and held it in 11 quarters. The position peaked at $1.8M in Q2 2014. 4 funds tracked by Wall St. Rank hold QCCO as of Q1 2016.

  • Creative Planning reported no remaining QC HLDGS INC position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 769,723 QC HLDGS INC shares in Q1 2016, an estimated $1.12M.
  • Creative Planning first reported a position in QC HLDGS INC in Q2 2013 and held it in 11 quarters.
  • Creative Planning's QC HLDGS INC position peaked at $1.8M in Q2 2014.
  • 4 funds tracked by Wall St. Rank held QC HLDGS INC as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.