Creative Planning’s Central Securities Corp CET Stock Holding History

Creative Planning’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-435	Closed	-$11K	–	2179
2017 Q2	$11K	Hold	435	–	–	﹤0.01%	3558
2017 Q1	$10K	Sell	435 -3,172	-88%	-$72.9K	﹤0.01%	3580
2016 Q4	$79K	Buy	3,607 +2,254	+167%	+$47.8K	﹤0.01%	2024
2016 Q3	$29K	Hold	1,353	–	–	﹤0.01%	2764
2016 Q2	$27K	Buy	1,353 +797	+143%	+$15.6K	﹤0.01%	2569
2016 Q1	$11K	Buy	+556	New	+$10K	﹤0.01%	3150

Other funds holding CET

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Creative Planning's CET Position: Q3 2017 in Review

Creative Planning sold out of Central Securities Corp (CET) in Q3 2017, closing a stake of 435 shares — an estimated $11K sold.

Creative Planning first reported a position in CET in Q1 2016 and held it in 6 quarters. The position peaked at $79K in Q4 2016. 41 funds tracked by Wall St. Rank hold CET as of Q3 2017.

Creative Planning reported no remaining Central Securities Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 435 Central Securities Corp shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in Central Securities Corp in Q1 2016 and held it in 6 quarters.
Creative Planning's Central Securities Corp position peaked at $79K in Q4 2016.
41 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2017.

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