Creative Planning
WOOF

Creative Planning’s VCA Inc. WOOF Stock Holding History

Creative Planning’s Portfolio WOOF Stock Details WOOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,601
Closed -$148K – 4749
2017
Q2 		$148K Hold
1,601
– – ﹤0.01% 1706
2017
Q1 		$146K Sell
1,601
-783
-33% -$70.2K ﹤0.01% 1707
2016
Q4 		$164K Sell
2,384
-1,096
-31% -$71.6K ﹤0.01% 1525
2016
Q3 		$244K Buy
3,480
+926
+36% +$64.7K ﹤0.01% 1296
2016
Q2 		$173K Buy
2,554
+774
+43% +$49.1K ﹤0.01% 1324
2016
Q1 		$103K Buy
1,780
+150
+9% +$7.77K ﹤0.01% 1617
2015
Q4 		$90K Hold
1,630
– – ﹤0.01% 1701
2015
Q3 		$86K Buy
+1,630
New +$91.3K ﹤0.01% 1676
2015
Q2 		– Sell
-1,200
Closed -$66K – 4290
2015
Q1 		$66K Sell
1,200
-426
-26% -$22.3K ﹤0.01% 1832
2014
Q4 		$79K Buy
1,626
+726
+81% +$32.7K ﹤0.01% 1691
2014
Q3 		$35K Buy
900
+39
+5% +$1.5K ﹤0.01% 2173
2014
Q2 		$30K Buy
861
+61
+8% +$1.98K ﹤0.01% 2243
2014
Q1 		$26K Sell
800
-1,000
-56% -$32.3K ﹤0.01% 2240
2013
Q4 		$56K Buy
+1,800
New +$52.5K ﹤0.01% 1539

Other funds holding WOOF

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning's WOOF Position: Q3 2017 in Review

Creative Planning sold out of VCA Inc. (WOOF) in Q3 2017, closing a stake of 1,601 shares — an estimated $148K sold.

Creative Planning first reported a position in WOOF in Q4 2013 and held it in 14 quarters. The position peaked at $244K in Q3 2016. 4 funds tracked by Wall St. Rank hold WOOF as of Q3 2017.

  • Creative Planning reported no remaining VCA Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,601 VCA Inc. shares in Q3 2017, an estimated $148K.
  • Creative Planning first reported a position in VCA Inc. in Q4 2013 and held it in 14 quarters.
  • Creative Planning's VCA Inc. position peaked at $244K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held VCA Inc. as of Q3 2017.

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