Creative Planning
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Creative Planning’s Universal Electronics UEIC Stock Holding History

Creative Planning’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-50
Closed -$3K – 3598
2017
Q2 		$3K Buy
+50
New +$3.32K ﹤0.01% 4208
2016
Q2 		– Sell
-65
Closed -$4K – 4530
2016
Q1 		$4K Buy
+65
New +$3.46K ﹤0.01% 3722

Other funds holding UEIC

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's UEIC Position: Q3 2017 in Review

Creative Planning sold out of Universal Electronics (UEIC) in Q3 2017, closing a stake of 50 shares — an estimated $3K sold.

Creative Planning first reported a position in UEIC in Q1 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 135 funds tracked by Wall St. Rank hold UEIC as of Q3 2017.

  • Creative Planning reported no remaining Universal Electronics position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 50 Universal Electronics shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Universal Electronics in Q1 2016 and held it in 2 quarters.
  • Creative Planning's Universal Electronics position peaked at $4K in Q1 2016.
  • 135 funds tracked by Wall St. Rank held Universal Electronics as of Q3 2017.

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