Creative Planning
ARII

Creative Planning’s American Railcar Industries, Inc. ARII Stock Holding History

Creative Planning’s Portfolio ARII Stock Details ARII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-900
Closed -$34K – 4368
2017
Q2 		$34K Hold
900
– – ﹤0.01% 2823
2017
Q1 		$37K Sell
900
-36
-4% -$1.58K ﹤0.01% 2695
2016
Q4 		$42K Buy
936
+36
+4% +$1.52K ﹤0.01% 2540
2016
Q3 		$37K Hold
900
– – ﹤0.01% 2606
2016
Q2 		$36K Sell
900
-550
-38% -$22.1K ﹤0.01% 2383
2016
Q1 		$59K Buy
1,450
+500
+53% +$20.9K ﹤0.01% 1983
2015
Q4 		$44K Hold
950
– – ﹤0.01% 2223
2015
Q3 		$34K Buy
+950
New +$39K ﹤0.01% 2336
2015
Q2 		– Sell
-950
Closed -$47K – 3593
2015
Q1 		$47K Sell
950
-919
-49% -$47.7K ﹤0.01% 2076
2014
Q4 		$96K Buy
1,869
+469
+34% +$28.7K ﹤0.01% 1570
2014
Q3 		$103K Sell
1,400
-3,063
-69% -$226K ﹤0.01% 1458
2014
Q2 		$302K Buy
4,463
+3,500
+363% +$226K ﹤0.01% 837
2014
Q1 		$67K Buy
963
+900
+1,429% +$51.8K ﹤0.01% 1634
2013
Q4 		$3K Hold
63
– – ﹤0.01% 3043
2013
Q3 		$2K Hold
63
– – ﹤0.01% 3027
2013
Q2 		$2K Buy
+63
New +$2.27K ﹤0.01% 2876

Other funds holding ARII

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GIM
GCA Investment Management New York $67.5M AUM 16.05% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's ARII Position: Q3 2017 in Review

Creative Planning sold out of American Railcar Industries, Inc. (ARII) in Q3 2017, closing a stake of 900 shares — an estimated $34K sold.

Creative Planning first reported a position in ARII in Q2 2013 and held it in 16 quarters. The position peaked at $302K in Q2 2014. 104 funds tracked by Wall St. Rank hold ARII as of Q3 2017.

  • Creative Planning reported no remaining American Railcar Industries, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 900 American Railcar Industries, Inc. shares in Q3 2017, an estimated $34K.
  • Creative Planning first reported a position in American Railcar Industries, Inc. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's American Railcar Industries, Inc. position peaked at $302K in Q2 2014.
  • 104 funds tracked by Wall St. Rank held American Railcar Industries, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.