Creative Planning’s Web.com Group, Inc. WEB Stock Holding History

Creative Planning’s Portfolio WEB Stock Details WEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-223	Closed	-$6K	–	4388
2017 Q2	$6K	Hold	223	–	–	﹤0.01%	3952
2017 Q1	$4K	Hold	223	–	–	﹤0.01%	4113
2016 Q4	$5K	Hold	223	–	–	﹤0.01%	4010
2016 Q3	$4K	Sell	223 -500	-69%	-$8.95K	﹤0.01%	4032
2016 Q2	$13K	Buy	723 +527	+269%	+$9.59K	﹤0.01%	3101
2016 Q1	$4K	Hold	196	–	–	﹤0.01%	3742
2015 Q4	$4K	Sell	196 -19	-9%	-$438	﹤0.01%	3842
2015 Q3	$5K	Buy	+215	New	+$4.94K	﹤0.01%	3662
2015 Q2	–	Sell	-257	Closed	-$5K	–	3615
2015 Q1	$5K	Sell	257 -427	-62%	-$7.41K	﹤0.01%	3574
2014 Q4	$13K	Buy	684 +488	+249%	+$8.91K	﹤0.01%	2983
2014 Q3	$4K	Hold	196	–	–	﹤0.01%	3440
2014 Q2	$6K	Buy	196 +34	+21%	+$1.12K	﹤0.01%	3159
2014 Q1	$6K	Sell	162 -2,913	-95%	-$99.5K	﹤0.01%	3034
2013 Q4	$98K	Buy	3,075 +3,000	+4,000%	+$87.2K	﹤0.01%	1208
2013 Q3	$2K	Buy	+75	New	+$2.14K	﹤0.01%	3028

Other funds holding WEB

OFM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning's WEB Position: Q3 2017 in Review

Creative Planning sold out of Web.com Group, Inc. (WEB) in Q3 2017, closing a stake of 223 shares — an estimated $6K sold.

Creative Planning first reported a position in WEB in Q3 2013 and held it in 15 quarters. The position peaked at $98K in Q4 2013. 171 funds tracked by Wall St. Rank hold WEB as of Q3 2017.

Creative Planning reported no remaining Web.com Group, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 223 Web.com Group, Inc. shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in Web.com Group, Inc. in Q3 2013 and held it in 15 quarters.
Creative Planning's Web.com Group, Inc. position peaked at $98K in Q4 2013.
171 funds tracked by Wall St. Rank held Web.com Group, Inc. as of Q3 2017.

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