Creative Planning
TOPS icon

Creative Planning’s TOP Ships TOPS Stock Holding History

Creative Planning’s Portfolio TOPS Stock Details TOPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17
Closed -$14K – 2266
2020
Q2 		$14K Buy
17
+12
+240% +$13.9K ﹤0.01% 1857
2020
Q1 		$7K Buy
+5
New +$15.6K ﹤0.01% 1785
2019
Q3 		– Hold
0
– -$6K – 2108
2019
Q2 		– Hold
0
– – – 1953
2019
Q1 		– Hold
0
– – – 1870
2017
Q3 		– Hold
0
– – – 3559
2017
Q2 		– Hold
0
– – – 4829
2017
Q1 		– Hold
0
– – – 4504
2016
Q3 		– Hold
0
– – – 4728
2016
Q2 		– Hold
0
– – – 4521
2016
Q1 		– Hold
0
– – – 4523
2015
Q4 		– Hold
0
– – – 4576

Other funds holding TOPS

Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
PIA
Powell Investment Advisors Miami, Florida $290M AUM 21.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's TOPS Position: Q3 2020 in Review

Creative Planning sold out of TOP Ships (TOPS) in Q3 2020, closing a stake of 17 shares — an estimated $14K sold.

Creative Planning first reported a position in TOPS in Q1 2020 and held it in 2 quarters. The position peaked at $14K in Q2 2020. 6 funds tracked by Wall St. Rank hold TOPS as of Q3 2020.

  • Creative Planning reported no remaining TOP Ships position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 17 TOP Ships shares in Q3 2020, an estimated $14K.
  • Creative Planning first reported a position in TOP Ships in Q1 2020 and held it in 2 quarters.
  • Creative Planning's TOP Ships position peaked at $14K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held TOP Ships as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.