Creative Planning
RLOC

Creative Planning’s REACHLOCAL INC COM STK (DE) RLOC Stock Holding History

Creative Planning’s Portfolio RLOC Stock Details RLOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-100
Closed -$1K – 4088
2014
Q1 		$1K Hold
100
– – ﹤0.01% 3570
2013
Q4 		$1K Hold
100
– – ﹤0.01% 3265
2013
Q3 		$1K Hold
100
– – ﹤0.01% 3157
2013
Q2 		$1K Buy
+100
New +$1.47K ﹤0.01% 3016

Other funds holding RLOC

RCP
Rho Capital Partners New York $20.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
MRM
Michael R. Murphy $255M AUM 0.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's RLOC Position: Q2 2014 in Review

Creative Planning sold out of REACHLOCAL INC COM STK (DE) (RLOC) in Q2 2014, closing a stake of 100 shares — an estimated $1K sold.

Creative Planning first reported a position in RLOC in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 69 funds tracked by Wall St. Rank hold RLOC as of Q2 2014.

  • Creative Planning reported no remaining REACHLOCAL INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 100 REACHLOCAL INC COM STK (DE) shares in Q2 2014, an estimated $1K.
  • Creative Planning first reported a position in REACHLOCAL INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Creative Planning's REACHLOCAL INC COM STK (DE) position peaked at $1K in Q1 2014.
  • 69 funds tracked by Wall St. Rank held REACHLOCAL INC COM STK (DE) as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.