Creative Planning
CIR

Creative Planning’s CIRCOR International, Inc CIR Stock Holding History

Creative Planning’s Portfolio CIR Stock Details CIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$6K – 3925
2017
Q2 		$6K Hold
100
– – ﹤0.01% 3936
2017
Q1 		$6K Hold
100
– – ﹤0.01% 3900
2016
Q4 		$6K Hold
100
– – ﹤0.01% 3885
2016
Q3 		$6K Buy
+100
New +$5.87K ﹤0.01% 3836
2014
Q1 		– Sell
-65
Closed -$5K – 3793
2013
Q4 		$5K Buy
+65
New +$4.74K ﹤0.01% 2857

Other funds holding CIR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Creative Planning's CIR Position: Q3 2017 in Review

Creative Planning sold out of CIRCOR International, Inc (CIR) in Q3 2017, closing a stake of 100 shares — an estimated $6K sold.

Creative Planning first reported a position in CIR in Q4 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2017. 117 funds tracked by Wall St. Rank hold CIR as of Q3 2017.

  • Creative Planning reported no remaining CIRCOR International, Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 100 CIRCOR International, Inc shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in CIRCOR International, Inc in Q4 2013 and held it in 5 quarters.
  • Creative Planning's CIRCOR International, Inc position peaked at $6K in Q2 2017.
  • 117 funds tracked by Wall St. Rank held CIRCOR International, Inc as of Q3 2017.

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