Creative Planning
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Creative Planning’s Clearwater Paper CLW Stock Holding History

Creative Planning’s Portfolio CLW Stock Details CLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37
Closed -$1.1K – 3515
2024
Q4 		$1.1K Buy
+37
New +$1K ﹤0.01% 3515
2017
Q3 		– Sell
-972
Closed -$45K – 2209
2017
Q2 		$45K Buy
972
+700
+257% +$33.8K ﹤0.01% 2592
2017
Q1 		$15K Sell
272
-500
-65% -$29.6K ﹤0.01% 3321
2016
Q4 		$51K Hold
772
– – ﹤0.01% 2372
2016
Q3 		$50K Sell
772
-300
-28% -$19K ﹤0.01% 2353
2016
Q2 		$70K Hold
1,072
– – ﹤0.01% 1905
2016
Q1 		$52K Hold
1,072
– – ﹤0.01% 2068
2015
Q4 		$49K Buy
1,072
+500
+87% +$24K ﹤0.01% 2142
2015
Q3 		$27K Buy
+572
New +$30.7K ﹤0.01% 2488
2015
Q2 		– Sell
-272
Closed -$18K – 1434
2015
Q1 		$18K Hold
272
– – ﹤0.01% 2792
2014
Q4 		$19K Hold
272
– – ﹤0.01% 2680
2014
Q3 		$16K Hold
272
– – ﹤0.01% 2664
2014
Q2 		$17K Sell
272
-22
-7% -$1.38K ﹤0.01% 2578
2014
Q1 		$18K Hold
294
– – ﹤0.01% 2438
2013
Q4 		$15K Hold
294
– – ﹤0.01% 2347
2013
Q3 		$14K Hold
294
– – ﹤0.01% 2277
2013
Q2 		$14K Buy
+294
New +$14.1K ﹤0.01% 2113

Other funds holding CLW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RAM
Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning's CLW Position: Q1 2025 in Review

Creative Planning sold out of Clearwater Paper (CLW) in Q1 2025, closing a stake of 37 shares — an estimated $1.1K sold.

Creative Planning first reported a position in CLW in Q2 2013 and held it in 17 quarters. The position peaked at $70K in Q2 2016. 159 funds tracked by Wall St. Rank hold CLW as of Q1 2025.

  • Creative Planning reported no remaining Clearwater Paper position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 37 Clearwater Paper shares in Q1 2025, an estimated $1.1K.
  • Creative Planning first reported a position in Clearwater Paper in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Clearwater Paper position peaked at $70K in Q2 2016.
  • 159 funds tracked by Wall St. Rank held Clearwater Paper as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.