Creative Planning
VR

Creative Planning’s Validus Hold Ltd VR Stock Holding History

Creative Planning’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-217
Closed -$11K – 4415
2017
Q2 		$11K Hold
217
– – ﹤0.01% 3597
2017
Q1 		$12K Hold
217
– – ﹤0.01% 3504
2016
Q4 		$12K Sell
217
-4
-2% -$211 ﹤0.01% 3457
2016
Q3 		$11K Buy
221
+121
+121% +$6.01K ﹤0.01% 3481
2016
Q2 		$5K Hold
100
– – ﹤0.01% 3692
2016
Q1 		$5K Hold
100
– – ﹤0.01% 3637
2015
Q4 		$5K Sell
100
-100
-50% -$4.55K ﹤0.01% 3729
2015
Q3 		$9K Buy
+200
New +$9.03K ﹤0.01% 3300
2015
Q2 		– Sell
-140
Closed -$6K – 3636
2015
Q1 		$6K Buy
140
+40
+40% +$1.65K ﹤0.01% 3489
2014
Q4 		$4K Hold
100
– – ﹤0.01% 3638
2014
Q3 		$4K Buy
+100
New +$3.83K ﹤0.01% 3441
2014
Q1 		– Sell
-75
Closed -$3K – 3845
2013
Q4 		$3K Buy
+75
New +$2.93K ﹤0.01% 3046

Other funds holding VR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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