Creative Planning
CAW

Creative Planning’s CCA Industries, Inc. CAW Stock Holding History

Creative Planning’s Portfolio CAW Stock Details CAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-320
Closed -$1K – 5162
2016
Q4 		$1K Hold
320
– – ﹤0.01% 4584
2016
Q3 		$1K Buy
+320
New +$1.01K ﹤0.01% 4536
2015
Q1 		– Sell
-500
Closed -$2K – 4685
2014
Q4 		$2K Buy
+500
New +$1.7K ﹤0.01% 3924

Other funds holding CAW

BS
Biglari Sardar $50.9M AUM 11.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's CAW Position: Q1 2017 in Review

Creative Planning sold out of CCA Industries, Inc. (CAW) in Q1 2017, closing a stake of 320 shares — an estimated $1K sold.

Creative Planning first reported a position in CAW in Q4 2014 and held it in 3 quarters. The position peaked at $2K in Q4 2014. 11 funds tracked by Wall St. Rank hold CAW as of Q1 2017.

  • Creative Planning reported no remaining CCA Industries, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 320 CCA Industries, Inc. shares in Q1 2017, an estimated $1K.
  • Creative Planning first reported a position in CCA Industries, Inc. in Q4 2014 and held it in 3 quarters.
  • Creative Planning's CCA Industries, Inc. position peaked at $2K in Q4 2014.
  • 11 funds tracked by Wall St. Rank held CCA Industries, Inc. as of Q1 2017.

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