Creative Planning
TWOU

Creative Planning’s 2U Inc TWOU Stock Holding History

Creative Planning’s Portfolio TWOU Stock Details TWOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-33
Closed -$47K – 3851
2017
Q2 		$47K Hold
33
– – ﹤0.01% 2567
2017
Q1 		$39K Hold
33
– – ﹤0.01% 2661
2016
Q4 		$30K Buy
33
+3
+10% +$3.06K ﹤0.01% 2801
2016
Q3 		$34K Buy
30
+20
+200% +$20.9K ﹤0.01% 2659
2016
Q2 		$9K Hold
10
– – ﹤0.01% 3338
2016
Q1 		$7K Hold
10
– – ﹤0.01% 3432
2015
Q4 		$8K Hold
10
– – ﹤0.01% 3448
2015
Q3 		$11K Buy
+10
New +$10.3K ﹤0.01% 3168
2015
Q2 		– Sell
-10
Closed -$8K – 3156
2015
Q1 		$8K Hold
10
– – ﹤0.01% 3342
2014
Q4 		$6K Hold
10
– – ﹤0.01% 3433
2014
Q3 		$5K Hold
10
– – ﹤0.01% 3324
2014
Q2 		$5K Buy
+10
New +$4.21K ﹤0.01% 3247

Other funds holding TWOU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Creative Planning's TWOU Position: Q3 2017 in Review

Creative Planning sold out of 2U Inc (TWOU) in Q3 2017, closing a stake of 33 shares — an estimated $47K sold.

Creative Planning first reported a position in TWOU in Q2 2014 and held it in 12 quarters. The position peaked at $47K in Q2 2017. 168 funds tracked by Wall St. Rank hold TWOU as of Q3 2017.

  • Creative Planning reported no remaining 2U Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 33 2U Inc shares in Q3 2017, an estimated $47K.
  • Creative Planning first reported a position in 2U Inc in Q2 2014 and held it in 12 quarters.
  • Creative Planning's 2U Inc position peaked at $47K in Q2 2017.
  • 168 funds tracked by Wall St. Rank held 2U Inc as of Q3 2017.

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