Creative Planning
BWEN icon

Creative Planning’s Broadwind BWEN Stock Holding History

Creative Planning’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,000
Closed -$8K – 4660
2016
Q4 		$8K Hold
2,000
– – ﹤0.01% 3671
2016
Q3 		$9K Hold
2,000
– – ﹤0.01% 3568
2016
Q2 		$8K Hold
2,000
– – ﹤0.01% 3372
2016
Q1 		$6K Hold
2,000
– – ﹤0.01% 3480
2015
Q4 		$4K Hold
2,000
– – ﹤0.01% 3768
2015
Q3 		$4K Buy
+2,000
New +$6.68K ﹤0.01% 3696
2014
Q3 		– Sell
-110
Closed -$1K – 3996
2014
Q2 		$1K Hold
110
– – ﹤0.01% 3612
2014
Q1 		$1K Hold
110
– – ﹤0.01% 3477
2013
Q4 		$1K Sell
110
-30
-21% -$233 ﹤0.01% 3195
2013
Q3 		$1K Hold
140
– – ﹤0.01% 3075
2013
Q2 		$1K Buy
+140
New +$612 ﹤0.01% 2927

Other funds holding BWEN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return