Creative Planning
BONT

Creative Planning’s Bon-Ton Stores Inc/The BONT Stock Holding History

Creative Planning’s Portfolio BONT Stock Details BONT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,000
Closed -$31K – 4260
2014
Q2 		$31K Hold
3,000
– – ﹤0.01% 2211
2014
Q1 		$33K Buy
+3,000
New +$34K ﹤0.01% 2084
2013
Q4 		– Sell
-1,000
Closed -$11K – 3573
2013
Q3 		$11K Hold
1,000
– – ﹤0.01% 2432
2013
Q2 		$18K Buy
+1,000
New +$17.2K ﹤0.01% 2004

Other funds holding BONT

DP
DW Partners New York $62.3M AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's BONT Position: Q3 2014 in Review

Creative Planning sold out of Bon-Ton Stores Inc/The (BONT) in Q3 2014, closing a stake of 3,000 shares — an estimated $31K sold.

Creative Planning first reported a position in BONT in Q2 2013 and held it in 4 quarters. The position peaked at $33K in Q1 2014. 73 funds tracked by Wall St. Rank hold BONT as of Q3 2014.

  • Creative Planning reported no remaining Bon-Ton Stores Inc/The position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 3,000 Bon-Ton Stores Inc/The shares in Q3 2014, an estimated $31K.
  • Creative Planning first reported a position in Bon-Ton Stores Inc/The in Q2 2013 and held it in 4 quarters.
  • Creative Planning's Bon-Ton Stores Inc/The position peaked at $33K in Q1 2014.
  • 73 funds tracked by Wall St. Rank held Bon-Ton Stores Inc/The as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.