Creative Planning
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Creative Planning’s Amtech Systems ASYS Stock Holding History

Creative Planning’s Portfolio ASYS Stock Details ASYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$2K – 4639
2016
Q4 		$2K Buy
+500
New +$2.27K ﹤0.01% 4234
2013
Q3 		– Sell
-300
Closed -$2K – 3203
2013
Q2 		$2K Buy
+300
New +$1.34K ﹤0.01% 2810

Other funds holding ASYS

KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Planning's ASYS Position: Q1 2017 in Review

Creative Planning sold out of Amtech Systems (ASYS) in Q1 2017, closing a stake of 500 shares — an estimated $2K sold.

Creative Planning first reported a position in ASYS in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 42 funds tracked by Wall St. Rank hold ASYS as of Q1 2017.

  • Creative Planning reported no remaining Amtech Systems position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 500 Amtech Systems shares in Q1 2017, an estimated $2K.
  • Creative Planning first reported a position in Amtech Systems in Q2 2013 and held it in 2 quarters.
  • Creative Planning's Amtech Systems position peaked at $2K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Amtech Systems as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.