Creative Planning
UNVR

Creative Planning’s Univar Solutions Inc. UNVR Stock Holding History

Creative Planning’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-870
Closed -$25K – 3936
2017
Q2 		$25K Buy
870
+770
+770% +$23.3K ﹤0.01% 3037
2017
Q1 		$3K Hold
100
– – ﹤0.01% 4199
2016
Q4 		$3K Hold
100
– – ﹤0.01% 4188
2016
Q3 		$2K Hold
100
– – ﹤0.01% 4280
2016
Q2 		$2K Hold
100
– – ﹤0.01% 4073
2016
Q1 		$2K Hold
100
– – ﹤0.01% 4013
2015
Q4 		$2K Hold
100
– – ﹤0.01% 4088
2015
Q3 		$2K Buy
+100
New +$2.29K ﹤0.01% 3996

Other funds holding UNVR

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's UNVR Position: Q3 2017 in Review

Creative Planning sold out of Univar Solutions Inc. (UNVR) in Q3 2017, closing a stake of 870 shares — an estimated $25K sold.

Creative Planning first reported a position in UNVR in Q3 2015 and held it in 8 quarters. The position peaked at $25K in Q2 2017. 176 funds tracked by Wall St. Rank hold UNVR as of Q3 2017.

  • Creative Planning reported no remaining Univar Solutions Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 870 Univar Solutions Inc. shares in Q3 2017, an estimated $25K.
  • Creative Planning first reported a position in Univar Solutions Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Univar Solutions Inc. position peaked at $25K in Q2 2017.
  • 176 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q3 2017.

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