Creative Planning
CSRA

Creative Planning’s CSRA Inc. CSRA Stock Holding History

Creative Planning’s Portfolio CSRA Stock Details CSRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,014
Closed -$32K – 4459
2017
Q2 		$32K Sell
1,014
-100
-9% -$3K ﹤0.01% 2857
2017
Q1 		$33K Hold
1,114
– – ﹤0.01% 2779
2016
Q4 		$35K Buy
1,114
+8
+0.7% +$234 ﹤0.01% 2684
2016
Q3 		$30K Hold
1,106
– – ﹤0.01% 2758
2016
Q2 		$26K Hold
1,106
– – ﹤0.01% 2619
2016
Q1 		$30K Sell
1,106
-166
-13% -$4.34K ﹤0.01% 2471
2015
Q4 		$38K Buy
+1,272
New +$36.5K ﹤0.01% 2349

Other funds holding CSRA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Creative Planning's CSRA Position: Q3 2017 in Review

Creative Planning sold out of CSRA Inc. (CSRA) in Q3 2017, closing a stake of 1,014 shares — an estimated $32K sold.

Creative Planning first reported a position in CSRA in Q4 2015 and held it in 7 quarters. The position peaked at $38K in Q4 2015. 325 funds tracked by Wall St. Rank hold CSRA as of Q3 2017.

  • Creative Planning reported no remaining CSRA Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,014 CSRA Inc. shares in Q3 2017, an estimated $32K.
  • Creative Planning first reported a position in CSRA Inc. in Q4 2015 and held it in 7 quarters.
  • Creative Planning's CSRA Inc. position peaked at $38K in Q4 2015.
  • 325 funds tracked by Wall St. Rank held CSRA Inc. as of Q3 2017.

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