Creative Planning
TRLA

Creative Planning’s TRULIA INC (DEL) TRLA Stock Holding History

Creative Planning’s Portfolio TRLA Stock Details TRLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-174
Closed -$5K – 3481
2013
Q2 		$5K Buy
+174
New +$5.41K ﹤0.01% 2584

Other funds holding TRLA

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Creative Planning's TRLA Position: Q3 2013 in Review

Creative Planning sold out of TRULIA INC (DEL) (TRLA) in Q3 2013, closing a stake of 174 shares — an estimated $5K sold.

Creative Planning first reported a position in TRLA in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 122 funds tracked by Wall St. Rank hold TRLA as of Q3 2013.

  • Creative Planning reported no remaining TRULIA INC (DEL) position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 174 TRULIA INC (DEL) shares in Q3 2013, an estimated $5K.
  • Creative Planning first reported a position in TRULIA INC (DEL) in Q2 2013 and held it in 1 quarter.
  • Creative Planning's TRULIA INC (DEL) position peaked at $5K in Q2 2013.
  • 122 funds tracked by Wall St. Rank held TRULIA INC (DEL) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.