Creative Planning
TAS

Creative Planning’s TASMAN METALS LTD ORDINARY SHARES (CANADA) TAS Stock Holding History

Creative Planning’s Portfolio TAS Stock Details TAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-39,900
Closed -$21K – 4433
2015
Q2 		$21K Buy
+39,900
New +$23.4K ﹤0.01% 1069

Other funds holding TAS

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
LOCB
Lombard Odier & Cie (Bahamas) Nassau, Bahamas $263M AUM 3.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's TAS Position: Q3 2015 in Review

Creative Planning sold out of TASMAN METALS LTD ORDINARY SHARES (CANADA) (TAS) in Q3 2015, closing a stake of 39,900 shares — an estimated $21K sold.

Creative Planning first reported a position in TAS in Q2 2015 and held it in 1 quarter. The position peaked at $21K in Q2 2015. 9 funds tracked by Wall St. Rank hold TAS as of Q3 2015.

  • Creative Planning reported no remaining TASMAN METALS LTD ORDINARY SHARES (CANADA) position as of Q3 2015 after selling out during the quarter.
  • Creative Planning sold 39,900 TASMAN METALS LTD ORDINARY SHARES (CANADA) shares in Q3 2015, an estimated $21K.
  • Creative Planning first reported a position in TASMAN METALS LTD ORDINARY SHARES (CANADA) in Q2 2015 and held it in 1 quarter.
  • Creative Planning's TASMAN METALS LTD ORDINARY SHARES (CANADA) position peaked at $21K in Q2 2015.
  • 9 funds tracked by Wall St. Rank held TASMAN METALS LTD ORDINARY SHARES (CANADA) as of Q3 2015.

Based on Creative Planning's 13F filing for Q3 2015, filed 9 Oct 2015.