Creative Planning
YHOO

Creative Planning’s Yahoo Inc YHOO Stock Holding History

Creative Planning’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-101,616
Closed -$4.72M – 5050
2017
Q1 		$4.72M Buy
101,616
+18,764
+23% +$838K 0.03% 215
2016
Q4 		$3.2M Sell
82,852
-10,488
-11% -$430K 0.02% 285
2016
Q3 		$4.02M Sell
93,340
-9,288
-9% -$381K 0.03% 231
2016
Q2 		$3.85M Buy
102,628
+4,071
+4% +$150K 0.03% 203
2016
Q1 		$3.63M Sell
98,557
-4,330
-4% -$136K 0.03% 197
2015
Q4 		$3.42M Buy
102,887
+8,261
+9% +$276K 0.03% 222
2015
Q3 		$2.74M Buy
94,626
+319
+0.3% +$11.1K 0.02% 242
2015
Q2 		$3.71M Sell
94,307
-3,020
-3% -$130K 0.03% 185
2015
Q1 		$4.33M Buy
97,327
+8,589
+10% +$388K 0.04% 164
2014
Q4 		$4.48M Sell
88,738
-1,759
-2% -$82.8K 0.05% 154
2014
Q3 		$3.69M Sell
90,497
-10,119
-10% -$380K 0.04% 159
2014
Q2 		$3.54M Buy
100,616
+9,394
+10% +$328K 0.05% 151
2014
Q1 		$3.27M Buy
91,222
+1,918
+2% +$73.2K 0.05% 137
2013
Q4 		$3.61M Buy
89,304
+35,926
+67% +$1.29M 0.06% 122
2013
Q3 		$1.77M Sell
53,378
-546
-1% -$15.4K 0.04% 168
2013
Q2 		$1.35M Buy
+53,924
New +$1.37M 0.03% 189

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

Creative Planning's YHOO Position: Q2 2017 in Review

Creative Planning sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 101,616 shares — an estimated $4.72M sold.

Creative Planning first reported a position in YHOO in Q2 2013 and held it in 16 quarters. The position peaked at $4.72M in Q1 2017. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Creative Planning reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 101,616 Yahoo Inc shares in Q2 2017, an estimated $4.72M.
  • Creative Planning first reported a position in Yahoo Inc in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Yahoo Inc position peaked at $4.72M in Q1 2017.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.