Creative Planning
CRV

Creative Planning’s COAST DISTRIBTN SYSTEM INC(THE CRV Stock Holding History

Creative Planning’s Portfolio CRV Stock Details CRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,720
Closed -$20K – 4016
2015
Q1 		$20K Buy
+5,720
New +$19.9K ﹤0.01% 2739

Other funds holding CRV

AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $126M AUM 15.32% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SM
Stratton Management King Of Prussia, Pennsylvania $824M AUM 1.55% 1-Year Est. Return

Creative Planning's CRV Position: Q2 2015 in Review

Creative Planning sold out of COAST DISTRIBTN SYSTEM INC(THE (CRV) in Q2 2015, closing a stake of 5,720 shares — an estimated $20K sold.

Creative Planning first reported a position in CRV in Q1 2015 and held it in 1 quarter. The position peaked at $20K in Q1 2015. 13 funds tracked by Wall St. Rank hold CRV as of Q2 2015.

  • Creative Planning reported no remaining COAST DISTRIBTN SYSTEM INC(THE position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 5,720 COAST DISTRIBTN SYSTEM INC(THE shares in Q2 2015, an estimated $20K.
  • Creative Planning first reported a position in COAST DISTRIBTN SYSTEM INC(THE in Q1 2015 and held it in 1 quarter.
  • Creative Planning's COAST DISTRIBTN SYSTEM INC(THE position peaked at $20K in Q1 2015.
  • 13 funds tracked by Wall St. Rank held COAST DISTRIBTN SYSTEM INC(THE as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.