Creative Planning
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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 $1.15B AUM 201.65% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $434M AUM 751.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's BWEN Position: Q1 2017 in Review

Creative Planning sold out of Broadwind (BWEN) in Q1 2017, closing a stake of 2,000 shares — an estimated $8K sold.

Creative Planning first reported a position in BWEN in Q2 2013 and held it in 11 quarters. The position peaked at $9K in Q3 2016. 60 funds tracked by Wall St. Rank hold BWEN as of Q1 2017.

  • Creative Planning reported no remaining Broadwind position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 Broadwind shares in Q1 2017, an estimated $8K.
  • Creative Planning first reported a position in Broadwind in Q2 2013 and held it in 11 quarters.
  • Creative Planning's Broadwind position peaked at $9K in Q3 2016.
  • 60 funds tracked by Wall St. Rank held Broadwind as of Q1 2017.

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