Creative Planning’s Vera Bradley VRA Stock Holding History

Creative Planning’s Portfolio VRA Stock Details VRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-200	Closed	-$3K	–	4551
2015 Q4	$3K	Buy	+200	New	+$2.63K	﹤0.01%	3937
2015 Q1	–	Sell	-100	Closed	-$2K	–	4429
2014 Q4	$2K	Hold	100	–	–	﹤0.01%	3856
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	3709
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	3543
2014 Q1	$3K	Sell	100 -2,000	-95%	-$51.2K	﹤0.01%	3278
2013 Q4	$50K	Hold	2,100	–	–	﹤0.01%	1612
2013 Q3	$43K	Buy	2,100 +100	+5%	+$2.14K	﹤0.01%	1607
2013 Q2	$43K	Buy	+2,000	New	+$44.5K	﹤0.01%	1461

Other funds holding VRA

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Creative Planning's VRA Position: Q1 2016 in Review

Creative Planning sold out of Vera Bradley (VRA) in Q1 2016, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in VRA in Q2 2013 and held it in 8 quarters. The position peaked at $50K in Q4 2013. 124 funds tracked by Wall St. Rank hold VRA as of Q1 2016.

Creative Planning reported no remaining Vera Bradley position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 200 Vera Bradley shares in Q1 2016, an estimated $3K.
Creative Planning first reported a position in Vera Bradley in Q2 2013 and held it in 8 quarters.
Creative Planning's Vera Bradley position peaked at $50K in Q4 2013.
124 funds tracked by Wall St. Rank held Vera Bradley as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.