Creative Planning
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Creative Planning’s United-Guardian UG Stock Holding History

Creative Planning’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-22
Closed – – 4739
2016
Q2 		$0 Sell
22
-1,386
-98% -$24.5K ﹤0.01% 4532
2016
Q1 		$29K Sell
1,408
-1,000
-42% -$21.3K ﹤0.01% 2491
2015
Q4 		$46K Buy
2,408
+1,022
+74% +$19.2K ﹤0.01% 2185
2015
Q3 		$25K Buy
+1,386
New +$26.2K ﹤0.01% 2566
2015
Q2 		– Sell
-1,386
Closed -$26K – 2905
2015
Q1 		$26K Buy
+1,386
New +$27.1K ﹤0.01% 2524

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's UG Position: Q3 2016 in Review

Creative Planning sold out of United-Guardian (UG) in Q3 2016, closing a stake of 22 shares.

Creative Planning first reported a position in UG in Q1 2015 and held it in 5 quarters. The position peaked at $46K in Q4 2015. 31 funds tracked by Wall St. Rank hold UG as of Q3 2016.

  • Creative Planning reported no remaining United-Guardian position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 22 United-Guardian shares in Q3 2016.
  • Creative Planning first reported a position in United-Guardian in Q1 2015 and held it in 5 quarters.
  • Creative Planning's United-Guardian position peaked at $46K in Q4 2015.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.