Creative Planning
CCF

Creative Planning’s Chase Corporation CCF Stock Holding History

Creative Planning’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1
Closed – – 3914
2017
Q2 		$0 Buy
+1
New +$104 ﹤0.01% 4894
2016
Q4 		– Sell
-226
Closed -$16K – 4908
2016
Q3 		$16K Hold
226
– – ﹤0.01% 3216
2016
Q2 		$13K Buy
+226
New +$13K ﹤0.01% 3095

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Creative Planning's CCF Position: Q3 2017 in Review

Creative Planning sold out of Chase Corporation (CCF) in Q3 2017, closing a stake of 1 share.

Creative Planning first reported a position in CCF in Q2 2016 and held it in 3 quarters. The position peaked at $16K in Q3 2016. 109 funds tracked by Wall St. Rank hold CCF as of Q3 2017.

  • Creative Planning reported no remaining Chase Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1 Chase Corporation share in Q3 2017.
  • Creative Planning first reported a position in Chase Corporation in Q2 2016 and held it in 3 quarters.
  • Creative Planning's Chase Corporation position peaked at $16K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held Chase Corporation as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.