Creative Planning’s American Vanguard Corp AVD Stock Holding History

Creative Planning’s Portfolio AVD Stock Details AVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,500	Closed	-$95K	–	2020
2017 Q2	$95K	Buy	5,500 +1,300	+31%	+$22.4K	﹤0.01%	2029
2017 Q1	$70K	Hold	4,200	–	–	﹤0.01%	2207
2016 Q4	$80K	Hold	4,200	–	–	﹤0.01%	2013
2016 Q3	$67K	Sell	4,200 -400	-9%	-$6.49K	﹤0.01%	2134
2016 Q2	$70K	Hold	4,600	–	–	﹤0.01%	1902
2016 Q1	$73K	Buy	4,600 +400	+10%	+$5.22K	﹤0.01%	1826
2015 Q4	$59K	Hold	4,200	–	–	﹤0.01%	1978
2015 Q3	$49K	Buy	+4,200	New	+$51.6K	﹤0.01%	2050
2015 Q2	–	Sell	-4,200	Closed	-$45K	–	1236
2015 Q1	$45K	Sell	4,200 -1,110	-21%	-$12.4K	﹤0.01%	2091
2014 Q4	$62K	Buy	5,310 +1,000	+23%	+$11.1K	﹤0.01%	1852
2014 Q3	$48K	Buy	4,310 +4,100	+1,952%	+$52.8K	﹤0.01%	1948
2014 Q2	$3K	Hold	210	–	–	﹤0.01%	3386
2014 Q1	$5K	Hold	210	–	–	﹤0.01%	3056
2013 Q4	$5K	Hold	210	–	–	﹤0.01%	2820
2013 Q3	$6K	Hold	210	–	–	﹤0.01%	2649
2013 Q2	$5K	Buy	+210	New	+$6.11K	﹤0.01%	2528

Other funds holding AVD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's AVD Position: Q3 2017 in Review

Creative Planning sold out of American Vanguard Corp (AVD) in Q3 2017, closing a stake of 5,500 shares — an estimated $95K sold.

Creative Planning first reported a position in AVD in Q2 2013 and held it in 16 quarters. The position peaked at $95K in Q2 2017. 142 funds tracked by Wall St. Rank hold AVD as of Q3 2017.

Creative Planning reported no remaining American Vanguard Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 5,500 American Vanguard Corp shares in Q3 2017, an estimated $95K.
Creative Planning first reported a position in American Vanguard Corp in Q2 2013 and held it in 16 quarters.
Creative Planning's American Vanguard Corp position peaked at $95K in Q2 2017.
142 funds tracked by Wall St. Rank held American Vanguard Corp as of Q3 2017.

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