Creative Planning
TIME

Creative Planning’s Time Inc. TIME Stock Holding History

Creative Planning’s Portfolio TIME Stock Details TIME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,072
Closed -$58K – 4482
2017
Q2 		$58K Sell
4,072
-890
-18% -$13.3K ﹤0.01% 2413
2017
Q1 		$96K Buy
4,962
+643
+15% +$12.2K ﹤0.01% 1994
2016
Q4 		$77K Sell
4,319
-2,306
-35% -$34.2K ﹤0.01% 2051
2016
Q3 		$96K Buy
6,625
+1,789
+37% +$27K ﹤0.01% 1873
2016
Q2 		$80K Buy
4,836
+34
+0.7% +$527 ﹤0.01% 1816
2016
Q1 		$74K Sell
4,802
-1,855
-28% -$26.7K ﹤0.01% 1822
2015
Q4 		$104K Buy
6,657
+1,675
+34% +$28.8K ﹤0.01% 1610
2015
Q3 		$95K Buy
+4,982
New +$105K ﹤0.01% 1629
2015
Q2 		– Sell
-3,828
Closed -$86K – 3683
2015
Q1 		$86K Buy
3,828
+3
+0.1% +$72 ﹤0.01% 1656
2014
Q4 		$94K Buy
3,825
+388
+11% +$8.78K ﹤0.01% 1586
2014
Q3 		$81K Buy
3,437
+225
+7% +$5.42K ﹤0.01% 1618
2014
Q2 		$78K Buy
+3,212
New +$75.2K ﹤0.01% 1597

Other funds holding TIME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SG
Standard General New York $336M AUM 16.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's TIME Position: Q3 2017 in Review

Creative Planning sold out of Time Inc. (TIME) in Q3 2017, closing a stake of 4,072 shares — an estimated $58K sold.

Creative Planning first reported a position in TIME in Q2 2014 and held it in 12 quarters. The position peaked at $104K in Q4 2015. 307 funds tracked by Wall St. Rank hold TIME as of Q3 2017.

  • Creative Planning reported no remaining Time Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,072 Time Inc. shares in Q3 2017, an estimated $58K.
  • Creative Planning first reported a position in Time Inc. in Q2 2014 and held it in 12 quarters.
  • Creative Planning's Time Inc. position peaked at $104K in Q4 2015.
  • 307 funds tracked by Wall St. Rank held Time Inc. as of Q3 2017.

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