Creative Planning’s Tivity Health, Inc. Common Stock TVTY Stock Holding History

Creative Planning’s Portfolio TVTY Stock Details TVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$20K	–	4031
2017 Q2	$20K	Buy	500 +300	+150%	+$10K	﹤0.01%	3195
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	3903
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	3993
2016 Q3	$5K	Buy	+200	New	+$4.04K	﹤0.01%	3915
2016 Q1	–	Sell	-300	Closed	-$3.37K	–	4610
2015 Q4	$4K	Buy	300 +100	+50%	+$1.22K	﹤0.01%	3826
2015 Q3	$2K	Buy	+200	New	+$2.44K	﹤0.01%	4001
2015 Q2	–	Sell	-314	Closed	-$6K	–	3326
2015 Q1	$6K	Buy	314 +114	+57%	+$2.38K	﹤0.01%	3482
2014 Q4	$4K	Buy	+200	New	+$3.27K	﹤0.01%	3628

Other funds holding TVTY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning's TVTY Position: Q3 2017 in Review

Creative Planning sold out of Tivity Health, Inc. Common Stock (TVTY) in Q3 2017, closing a stake of 500 shares — an estimated $20K sold.

Creative Planning first reported a position in TVTY in Q4 2014 and held it in 8 quarters. The position peaked at $20K in Q2 2017. 210 funds tracked by Wall St. Rank hold TVTY as of Q3 2017.

Creative Planning reported no remaining Tivity Health, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 Tivity Health, Inc. Common Stock shares in Q3 2017, an estimated $20K.
Creative Planning first reported a position in Tivity Health, Inc. Common Stock in Q4 2014 and held it in 8 quarters.
Creative Planning's Tivity Health, Inc. Common Stock position peaked at $20K in Q2 2017.
210 funds tracked by Wall St. Rank held Tivity Health, Inc. Common Stock as of Q3 2017.

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