Creative Planning’s Bloomia Holdings TULP Stock Holding History

Creative Planning’s Portfolio TULP Stock Details TULP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,082	Closed	-$14K	–	2064
2019 Q3	$14K	Buy	+2,082	New	+$14.8K	﹤0.01%	1881
2017 Q3	–	Sell	-1,000	Closed	-$7K	–	2896
2017 Q2	$7K	Hold	1,000	–	–	﹤0.01%	3826
2017 Q1	$10K	Hold	1,000	–	–	﹤0.01%	3594
2016 Q4	$17K	Hold	1,000	–	–	﹤0.01%	3176
2016 Q3	$17K	Hold	1,000	–	–	﹤0.01%	3159
2016 Q2	$15K	Buy	+1,000	New	+$17.4K	﹤0.01%	2980

Other funds holding TULP

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's TULP Position: Q4 2019 in Review

Creative Planning sold out of Bloomia Holdings (TULP) in Q4 2019, closing a stake of 2,082 shares — an estimated $14K sold.

Creative Planning first reported a position in TULP in Q2 2016 and held it in 6 quarters. The position peaked at $17K in Q4 2016. 17 funds tracked by Wall St. Rank hold TULP as of Q4 2019.

Creative Planning reported no remaining Bloomia Holdings position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 2,082 Bloomia Holdings shares in Q4 2019, an estimated $14K.
Creative Planning first reported a position in Bloomia Holdings in Q2 2016 and held it in 6 quarters.
Creative Planning's Bloomia Holdings position peaked at $17K in Q4 2016.
17 funds tracked by Wall St. Rank held Bloomia Holdings as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.