Creative Planning

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Readystate Asset Management Chicago, Illinois $1.71B AUM 15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return