Creative Planning’s Clarcor CLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,552
| Closed | -$128K | – | 5121 |
|
|
2016
Q4 | $128K | Buy |
1,552
+4
| +0.3% | +$282 | ﹤0.01% | 1697 |
|
|
2016
Q3 | $101K | Buy |
1,548
+362
| +31% | +$22.9K | ﹤0.01% | 1845 |
|
|
2016
Q2 | $72K | Buy |
1,186
+54
| +5% | +$3.16K | ﹤0.01% | 1885 |
|
|
2016
Q1 | $65K | Buy |
1,132
+5
| +0.4% | +$247 | ﹤0.01% | 1914 |
|
|
2015
Q4 | $56K | Sell |
1,127
-46
| -4% | -$2.3K | ﹤0.01% | 2035 |
|
|
2015
Q3 | $56K | Buy |
+1,173
| New | +$66.4K | ﹤0.01% | 1966 |
|
|
2015
Q2 | – | Sell |
-1,173
| Closed | -$77K | – | 3779 |
|
|
2015
Q1 | $77K | Sell |
1,173
-48
| -4% | -$3.11K | ﹤0.01% | 1726 |
|
|
2014
Q4 | $81K | Buy |
1,221
+61
| +5% | +$3.96K | ﹤0.01% | 1672 |
|
|
2014
Q3 | $73K | Sell |
1,160
-8
| -0.7% | -$495 | ﹤0.01% | 1679 |
|
|
2014
Q2 | $72K | Buy |
1,168
+67
| +6% | +$3.87K | ﹤0.01% | 1650 |
|
|
2014
Q1 | $63K | Buy |
1,101
+3
| +0.3% | +$173 | ﹤0.01% | 1663 |
|
|
2013
Q4 | $71K | Buy |
1,098
+3
| +0.3% | +$178 | ﹤0.01% | 1391 |
|
|
2013
Q3 | $61K | Buy |
1,095
+3
| +0.3% | +$165 | ﹤0.01% | 1397 |
|
|
2013
Q2 | $57K | Buy |
+1,092
| New | +$57.4K | ﹤0.01% | 1318 |
|
Creative Planning's CLC Position: Q1 2017 in Review
Creative Planning sold out of Clarcor (CLC) in Q1 2017, closing a stake of 1,552 shares — an estimated $128K sold.
Creative Planning first reported a position in CLC in Q2 2013 and held it in 14 quarters. The position peaked at $128K in Q4 2016. 0 funds tracked by Wall St. Rank hold CLC as of Q1 2017.
- Creative Planning reported no remaining Clarcor position as of Q1 2017 after selling out during the quarter.
- Creative Planning sold 1,552 Clarcor shares in Q1 2017, an estimated $128K.
- Creative Planning first reported a position in Clarcor in Q2 2013 and held it in 14 quarters.
- Creative Planning's Clarcor position peaked at $128K in Q4 2016.
- 0 funds tracked by Wall St. Rank held Clarcor as of Q1 2017.
Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.