Creative Planning’s Bel Fuse Inc Class A BELFA Stock Holding History

Creative Planning’s Portfolio BELFA Stock Details BELFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-573	Closed	-$12K	–	2061
2017 Q2	$12K	Hold	573	–	–	﹤0.01%	3498
2017 Q1	$13K	Buy	573 +300	+110%	+$7.06K	﹤0.01%	3407
2016 Q4	$7K	Hold	273	–	–	﹤0.01%	3741
2016 Q3	$6K	Hold	273	–	–	﹤0.01%	3785
2016 Q2	$4K	Hold	273	–	–	﹤0.01%	3730
2016 Q1	$4K	Hold	273	–	–	﹤0.01%	3673
2015 Q4	$4K	Hold	273	–	–	﹤0.01%	3764
2015 Q3	$5K	Buy	+273	New	+$4.66K	﹤0.01%	3582
2015 Q2	–	Sell	-273	Closed	-$5K	–	1277
2015 Q1	$5K	Hold	273	–	–	﹤0.01%	3509
2014 Q4	$7K	Hold	273	–	–	﹤0.01%	3298
2014 Q3	$7K	Hold	273	–	–	﹤0.01%	3117
2014 Q2	$7K	Hold	273	–	–	﹤0.01%	3032
2014 Q1	$5K	Hold	273	–	–	﹤0.01%	3058
2013 Q4	$5K	Hold	273	–	–	﹤0.01%	2823
2013 Q3	$5K	Hold	273	–	–	﹤0.01%	2712
2013 Q2	$4K	Buy	+273	New	+$3.7K	﹤0.01%	2609

Other funds holding BELFA

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

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

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $244M AUM 26.8% 1-Year Est. Return

Creative Planning's BELFA Position: Q3 2017 in Review

Creative Planning sold out of Bel Fuse Inc Class A (BELFA) in Q3 2017, closing a stake of 573 shares — an estimated $12K sold.

Creative Planning first reported a position in BELFA in Q2 2013 and held it in 16 quarters. The position peaked at $13K in Q1 2017. 15 funds tracked by Wall St. Rank hold BELFA as of Q3 2017.

Creative Planning reported no remaining Bel Fuse Inc Class A position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 573 Bel Fuse Inc Class A shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in Bel Fuse Inc Class A in Q2 2013 and held it in 16 quarters.
Creative Planning's Bel Fuse Inc Class A position peaked at $13K in Q1 2017.
15 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2017.

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