Creative Planning
VWTR

Creative Planning’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Creative Planning’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-170
Closed -$3K – 4038
2017
Q2 		$3K Sell
170
-12
-7% -$196 ﹤0.01% 4228
2017
Q1 		$3K Hold
182
– – ﹤0.01% 4207
2016
Q4 		$3K Hold
182
– – ﹤0.01% 4192
2016
Q3 		$2K Hold
182
– – ﹤0.01% 4288
2016
Q2 		$2K Buy
182
+170
+1,417% +$1.63K ﹤0.01% 4080
2016
Q1 		$0 Hold
12
– – ﹤0.01% 4613
2015
Q4 		$0 Buy
+12
New +$123 ﹤0.01% 4650

Other funds holding VWTR

Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return

Creative Planning's VWTR Position: Q3 2017 in Review

Creative Planning sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q3 2017, closing a stake of 170 shares — an estimated $3K sold.

Creative Planning first reported a position in VWTR in Q4 2015 and held it in 7 quarters. The position peaked at $3K in Q2 2017. 96 funds tracked by Wall St. Rank hold VWTR as of Q3 2017.

  • Creative Planning reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 170 Vidler Water Resouces, Inc. Common Stock shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Vidler Water Resouces, Inc. Common Stock in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Vidler Water Resouces, Inc. Common Stock position peaked at $3K in Q2 2017.
  • 96 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q3 2017.

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