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
2015
Q3 		– Sell
-10,000
Closed -$15K – 4411
2015
Q2 		$15K Buy
+10,000
New +$430K ﹤0.01% 1078

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.