Creative Planning
UFS

Creative Planning’s DOMTAR CORPORATION (New) UFS Stock Holding History

Creative Planning’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,457
Closed -$204K – 2798
2020
Q4 		$204K Buy
+6,457
New +$184K ﹤0.01% 1894
2017
Q3 		– Sell
-2,259
Closed -$87K – 4645
2017
Q2 		$87K Buy
2,259
+151
+7% +$5.66K ﹤0.01% 2085
2017
Q1 		$77K Buy
2,108
+1,699
+415% +$67.3K ﹤0.01% 2139
2016
Q4 		$16K Buy
409
+115
+39% +$4.38K ﹤0.01% 3252
2016
Q3 		$11K Buy
+294
New +$10.8K ﹤0.01% 3488
2016
Q2 		– Sell
-2,000
Closed -$81K – 4766
2016
Q1 		$81K Buy
+2,000
New +$68.4K ﹤0.01% 1764
2014
Q4 		– Sell
-2,695
Closed -$95K – 4620
2014
Q3 		$95K Buy
+2,695
New +$103K ﹤0.01% 1514

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
Arctis Global San Juan, Puerto Rico $14.5M AUM 58.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's UFS Position: Q1 2021 in Review

Creative Planning sold out of DOMTAR CORPORATION (New) (UFS) in Q1 2021, closing a stake of 6,457 shares — an estimated $204K sold.

Creative Planning first reported a position in UFS in Q3 2014 and held it in 7 quarters. The position peaked at $204K in Q4 2020. 219 funds tracked by Wall St. Rank hold UFS as of Q1 2021.

  • Creative Planning reported no remaining DOMTAR CORPORATION (New) position as of Q1 2021 after selling out during the quarter.
  • Creative Planning sold 6,457 DOMTAR CORPORATION (New) shares in Q1 2021, an estimated $204K.
  • Creative Planning first reported a position in DOMTAR CORPORATION (New) in Q3 2014 and held it in 7 quarters.
  • Creative Planning's DOMTAR CORPORATION (New) position peaked at $204K in Q4 2020.
  • 219 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.