Creative Planning’s American Shared Hospital Services AMS Stock Holding History

Creative Planning’s Portfolio AMS Stock Details AMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-65,250	Closed	-$169K	–	2042
2017 Q4	$169K	Buy	65,250 +38,500	+144%	+$108K	﹤0.01%	1651
2017 Q3	$76K	Buy	26,750 +500	+2%	+$1.66K	﹤0.01%	1742
2017 Q2	$102K	Buy	26,250 +19,630	+297%	+$82.8K	﹤0.01%	1980
2017 Q1	$29K	Hold	6,620	–	–	﹤0.01%	2856
2016 Q4	$22K	Hold	6,620	–	–	﹤0.01%	3002
2016 Q3	$21K	Buy	6,620 +2,000	+43%	+$4.99K	﹤0.01%	3021
2016 Q2	$9K	Hold	4,620	–	–	﹤0.01%	3295
2016 Q1	$10K	Hold	4,620	–	–	﹤0.01%	3213
2015 Q4	$9K	Hold	4,620	–	–	﹤0.01%	3342
2015 Q3	$9K	Buy	+4,620	New	+$10.9K	﹤0.01%	3252
2015 Q2	–	Sell	-4,620	Closed	-$12K	–	1177
2015 Q1	$12K	Hold	4,620	–	–	﹤0.01%	3066
2014 Q4	$13K	Hold	4,620	–	–	﹤0.01%	2949
2014 Q3	$10K	Hold	4,620	–	–	﹤0.01%	2927
2014 Q2	$12K	Buy	+4,620	New	+$12.5K	﹤0.01%	2766

Other funds holding AMS

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WPP

Whalerock Point Partners Providence, Rhode Island $587M AUM 29.61% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning's AMS Position: Q1 2018 in Review

Creative Planning sold out of American Shared Hospital Services (AMS) in Q1 2018, closing a stake of 65,250 shares — an estimated $169K sold.

Creative Planning first reported a position in AMS in Q2 2014 and held it in 14 quarters. The position peaked at $169K in Q4 2017. 17 funds tracked by Wall St. Rank hold AMS as of Q1 2018.

Creative Planning reported no remaining American Shared Hospital Services position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 65,250 American Shared Hospital Services shares in Q1 2018, an estimated $169K.
Creative Planning first reported a position in American Shared Hospital Services in Q2 2014 and held it in 14 quarters.
Creative Planning's American Shared Hospital Services position peaked at $169K in Q4 2017.
17 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.