Creative Planning
VALE.P

Creative Planning’s Vale S A VALE.P Stock Holding History

Creative Planning’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-78
Closed – – 5023
2016
Q3 		$0 Hold
78
– – ﹤0.01% 4857
2016
Q2 		$0 Hold
78
– – ﹤0.01% 4648
2016
Q1 		$0 Hold
78
– – ﹤0.01% 4702
2015
Q4 		$0 Hold
78
– – ﹤0.01% 4731
2015
Q3 		$0 Buy
+78
New +$322 ﹤0.01% 4409
2015
Q2 		– Sell
-78
Closed – – 3699
2015
Q1 		$0 Hold
78
– – ﹤0.01% 4529
2014
Q4 		$1K Sell
78
-41
-34% -$332 ﹤0.01% 4057
2014
Q3 		$1K Hold
119
– – ﹤0.01% 3919
2014
Q2 		$1K Buy
119
+41
+53% +$499 ﹤0.01% 3700
2014
Q1 		$1K Hold
78
– – ﹤0.01% 3562
2013
Q4 		$1K Hold
78
– – ﹤0.01% 3259
2013
Q3 		$1K Hold
78
– – ﹤0.01% 3154
2013
Q2 		$1K Buy
+78
New +$1.16K ﹤0.01% 3012

Other funds holding VALE.P

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $209B AUM 15.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return