Creative Planning
YGYI

Creative Planning’s Youngevity International, Inc Common Stock YGYI Stock Holding History

Creative Planning’s Portfolio YGYI Stock Details YGYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-774
Closed -$5K – 4160
2017
Q2 		$5K Buy
+774
New +$4.98K ﹤0.01% 4031

Other funds holding YGYI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Creative Planning's YGYI Position: Q3 2017 in Review

Creative Planning sold out of Youngevity International, Inc Common Stock (YGYI) in Q3 2017, closing a stake of 774 shares — an estimated $5K sold.

Creative Planning first reported a position in YGYI in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 9 funds tracked by Wall St. Rank hold YGYI as of Q3 2017.

  • Creative Planning reported no remaining Youngevity International, Inc Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 774 Youngevity International, Inc Common Stock shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Youngevity International, Inc Common Stock in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Youngevity International, Inc Common Stock position peaked at $5K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held Youngevity International, Inc Common Stock as of Q3 2017.

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