Creative Planning’s Bowl America Incorporated BWL.A Stock Holding History

Creative Planning’s Portfolio BWL.A Stock Details BWL.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-27,000	Closed	-$403K	–	2145
2019 Q3	$403K	Hold	27,000	–	–	﹤0.01%	1195
2019 Q2	$429K	Hold	27,000	–	–	﹤0.01%	1164
2019 Q1	$406K	Hold	27,000	–	–	﹤0.01%	1159
2018 Q4	$437K	Hold	27,000	–	–	﹤0.01%	1027
2018 Q3	$403K	Sell	27,000 -3,856	-12%	-$57.1K	﹤0.01%	1215
2018 Q2	$464K	Sell	30,856 -2,144	-6%	-$32.6K	﹤0.01%	1108
2018 Q1	$488K	Hold	33,000	–	–	﹤0.01%	1101
2017 Q4	$495K	Hold	33,000	–	–	﹤0.01%	1072
2017 Q3	$473K	Hold	33,000	–	–	﹤0.01%	1082
2017 Q2	$472K	Hold	33,000	–	–	﹤0.01%	1043
2017 Q1	$482K	Hold	33,000	–	–	﹤0.01%	1010
2016 Q4	$544K	Sell	33,000 -2,100	-6%	-$30.8K	﹤0.01%	882
2016 Q3	$495K	Sell	35,100 -500	-1%	-$7.3K	﹤0.01%	898
2016 Q2	$509K	Buy	+35,600	New	+$517K	﹤0.01%	768

Other funds holding BWL.A

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

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

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Creative Planning's BWL.A Position: Q4 2019 in Review

Creative Planning sold out of Bowl America Incorporated (BWL.A) in Q4 2019, closing a stake of 27,000 shares — an estimated $403K sold.

Creative Planning first reported a position in BWL.A in Q2 2016 and held it in 14 quarters. The position peaked at $544K in Q4 2016. 16 funds tracked by Wall St. Rank hold BWL.A as of Q4 2019.

Creative Planning reported no remaining Bowl America Incorporated position as of Q4 2019 after selling out during the quarter.
Creative Planning sold 27,000 Bowl America Incorporated shares in Q4 2019, an estimated $403K.
Creative Planning first reported a position in Bowl America Incorporated in Q2 2016 and held it in 14 quarters.
Creative Planning's Bowl America Incorporated position peaked at $544K in Q4 2016.
16 funds tracked by Wall St. Rank held Bowl America Incorporated as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.