Creative Planning
TI

Creative Planning’s Telecom Italia TI Stock Holding History

Creative Planning’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-537
Closed -$5K – 4672
2017
Q2 		$5K Hold
537
– – ﹤0.01% 4054
2017
Q1 		$5K Hold
537
– – ﹤0.01% 4018
2016
Q4 		$5K Buy
+537
New +$4.36K ﹤0.01% 4022
2016
Q2 		– Sell
-384
Closed -$4K – 4771
2016
Q1 		$4K Buy
+384
New +$4.14K ﹤0.01% 3763
2015
Q2 		– Sell
-616
Closed -$7K – 4187
2015
Q1 		$7K Buy
616
+406
+193% +$4.6K ﹤0.01% 3436
2014
Q4 		$2K Hold
210
– – ﹤0.01% 3922
2014
Q3 		$2K Hold
210
– – ﹤0.01% 3777
2014
Q2 		$3K Hold
210
– – ﹤0.01% 3478
2014
Q1 		$2K Hold
210
– – ﹤0.01% 3461
2013
Q4 		$2K Buy
+210
New +$1.96K ﹤0.01% 3179

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's TI Position: Q3 2017 in Review

Creative Planning sold out of Telecom Italia (TI) in Q3 2017, closing a stake of 537 shares — an estimated $5K sold.

Creative Planning first reported a position in TI in Q4 2013 and held it in 10 quarters. The position peaked at $7K in Q1 2015. 83 funds tracked by Wall St. Rank hold TI as of Q3 2017.

  • Creative Planning reported no remaining Telecom Italia position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 537 Telecom Italia shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Telecom Italia in Q4 2013 and held it in 10 quarters.
  • Creative Planning's Telecom Italia position peaked at $7K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held Telecom Italia as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.