Creative Planning
VWR

Creative Planning’s VWR Corporation VWR Stock Holding History

Creative Planning’s Portfolio VWR Stock Details VWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$3K – 4499
2017
Q2 		$3K Sell
100
-400
-80% -$12.5K ﹤0.01% 4258
2017
Q1 		$14K Hold
500
– – ﹤0.01% 3396
2016
Q4 		$13K Hold
500
– – ﹤0.01% 3395
2016
Q3 		$14K Buy
500
+400
+400% +$11.6K ﹤0.01% 3302
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3956
2016
Q1 		$3K Hold
100
– – ﹤0.01% 3874
2015
Q4 		$3K Hold
100
– – ﹤0.01% 3966
2015
Q3 		$3K Buy
+100
New +$2.62K ﹤0.01% 3882

Other funds holding VWR

MDP
Madison Dearborn Partners Chicago, Illinois $1.51B AUM 16.75% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Creative Planning's VWR Position: Q3 2017 in Review

Creative Planning sold out of VWR Corporation (VWR) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Creative Planning first reported a position in VWR in Q3 2015 and held it in 8 quarters. The position peaked at $14K in Q1 2017. 190 funds tracked by Wall St. Rank hold VWR as of Q3 2017.

  • Creative Planning reported no remaining VWR Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 VWR Corporation shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in VWR Corporation in Q3 2015 and held it in 8 quarters.
  • Creative Planning's VWR Corporation position peaked at $14K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held VWR Corporation as of Q3 2017.

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