Creative Planning
UONE icon

Creative Planning’s Urban One Class A UONE Stock Holding History

Creative Planning’s Portfolio UONE Stock Details UONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10
Closed – – 3615
2017
Q2 		$0 Hold
10
– – ﹤0.01% 4841
2017
Q1 		$0 Hold
10
– – ﹤0.01% 4915
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4847
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4743
2016
Q2 		$0 Hold
10
– – ﹤0.01% 4535
2016
Q1 		$0 Hold
10
– – ﹤0.01% 4539
2015
Q4 		$0 Hold
10
– – ﹤0.01% 4588
2015
Q3 		$0 Buy
+10
New +$271 ﹤0.01% 4361
2015
Q2 		– Sell
-10
Closed – – 2924
2015
Q1 		$0 Hold
10
– – ﹤0.01% 4412
2014
Q4 		$0 Hold
10
– – ﹤0.01% 4358
2014
Q3 		$0 Hold
10
– – ﹤0.01% 4162
2014
Q2 		$0 Hold
10
– – ﹤0.01% 3966
2014
Q1 		$0 Hold
10
– – ﹤0.01% 3761
2013
Q4 		$0 Hold
10
– – ﹤0.01% 3482
2013
Q3 		$0 Hold
10
– – ﹤0.01% 3359
2013
Q2 		$0 Buy
+10
New +$203 ﹤0.01% 3122

Other funds holding UONE

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's UONE Position: Q3 2017 in Review

Creative Planning sold out of Urban One Class A (UONE) in Q3 2017, closing a stake of 10 shares.

Creative Planning first reported a position in UONE in Q2 2013 and held it in 16 quarters. The position peaked at $0 in Q2 2017. 6 funds tracked by Wall St. Rank hold UONE as of Q3 2017.

  • Creative Planning reported no remaining Urban One Class A position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10 Urban One Class A shares in Q3 2017.
  • Creative Planning first reported a position in Urban One Class A in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Urban One Class A position peaked at $0 in Q2 2017.
  • 6 funds tracked by Wall St. Rank held Urban One Class A as of Q3 2017.

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