Creative Planning’s VOCUS INC VOCS Stock Holding History

Creative Planning’s Portfolio VOCS Stock Details VOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-500	Closed	-$5K	–	3495
2013 Q2	$5K	Buy	+500	New	+$5.08K	﹤0.01%	2590

Other funds holding VOCS

OFM

Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's VOCS Position: Q3 2013 in Review

Creative Planning sold out of VOCUS INC (VOCS) in Q3 2013, closing a stake of 500 shares — an estimated $5K sold.

Creative Planning first reported a position in VOCS in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 90 funds tracked by Wall St. Rank hold VOCS as of Q3 2013.

Creative Planning reported no remaining VOCUS INC position as of Q3 2013 after selling out during the quarter.
Creative Planning sold 500 VOCUS INC shares in Q3 2013, an estimated $5K.
Creative Planning first reported a position in VOCUS INC in Q2 2013 and held it in 1 quarter.
Creative Planning's VOCUS INC position peaked at $5K in Q2 2013.
90 funds tracked by Wall St. Rank held VOCUS INC as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.