Creative Planning
ACET

Creative Planning’s Aceto Corp ACET Stock Holding History

Creative Planning’s Portfolio ACET Stock Details ACET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-134
Closed -$4K – 4660
2015
Q4 		$4K Sell
134
-166
-55% -$4.66K ﹤0.01% 3837
2015
Q3 		$8K Buy
+300
New +$7.48K ﹤0.01% 3384
2015
Q2 		– Sell
-8,438
Closed -$186K – 3555
2015
Q1 		$186K Sell
8,438
-625
-7% -$13.1K ﹤0.01% 1229
2014
Q4 		$197K Buy
9,063
+769
+9% +$16.1K ﹤0.01% 1148
2014
Q3 		$160K Hold
8,294
– – ﹤0.01% 1188
2014
Q2 		$150K Hold
8,294
– – ﹤0.01% 1194
2014
Q1 		$167K Sell
8,294
-1,179
-12% -$24.1K ﹤0.01% 1088
2013
Q4 		$237K Buy
9,473
+879
+10% +$16.9K ﹤0.01% 791
2013
Q3 		$134K Buy
8,594
+300
+4% +$4.59K ﹤0.01% 948
2013
Q2 		$116K Buy
+8,294
New +$96.3K ﹤0.01% 907

Other funds holding ACET

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ACET Position: Q1 2016 in Review

Creative Planning sold out of Aceto Corp (ACET) in Q1 2016, closing a stake of 134 shares — an estimated $4K sold.

Creative Planning first reported a position in ACET in Q2 2013 and held it in 10 quarters. The position peaked at $237K in Q4 2013. 141 funds tracked by Wall St. Rank hold ACET as of Q1 2016.

  • Creative Planning reported no remaining Aceto Corp position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 134 Aceto Corp shares in Q1 2016, an estimated $4K.
  • Creative Planning first reported a position in Aceto Corp in Q2 2013 and held it in 10 quarters.
  • Creative Planning's Aceto Corp position peaked at $237K in Q4 2013.
  • 141 funds tracked by Wall St. Rank held Aceto Corp as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.