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
2016
Q4 		– Sell
-15,000
Closed -$48K – 5034
2016
Q3 		$48K Sell
15,000
-1,600
-10% -$65.6K ﹤0.01% 2403
2016
Q2 		$29K Buy
16,600
+1,200
+8% +$44.3K ﹤0.01% 2534
2016
Q1 		$29K Sell
15,400
-1,600
-9% -$50.1K ﹤0.01% 2501
2015
Q4 		$24K Buy
17,000
+7,000
+70% +$234K ﹤0.01% 2728
2015
Q3 		$14K Sell
10,000
-10,000
-50% -$347K ﹤0.01% 3013
2015
Q2 		$23K Buy
20,000
+16,000
+400% +$687K ﹤0.01% 1065
2015
Q1 		$3K Buy
4,000
+3,800
+1,900% +$172K ﹤0.01% 3816
2014
Q4 		$3K Sell
200
-11,500
-98% -$541K ﹤0.01% 3760
2014
Q3 		$51K Sell
11,700
-5,300
-31% -$199K ﹤0.01% 1912
2014
Q2 		$90K Buy
17,000
+7,000
+70% +$244K ﹤0.01% 1508
2014
Q1 		$53K Buy
+10,000
New +$382K ﹤0.01% 1771

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.