Creative Planning’s CSS Industries, Inc. CSS Stock Holding History

Creative Planning’s Portfolio CSS Stock Details CSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-418	Closed	-$11K	–	4227
2017 Q2	$11K	Buy	418 +18	+5%	+$473	﹤0.01%	3595
2017 Q1	$10K	Hold	400	–	–	﹤0.01%	3620
2016 Q4	$11K	Hold	400	–	–	﹤0.01%	3520
2016 Q3	$10K	Hold	400	–	–	﹤0.01%	3551
2016 Q2	$11K	Buy	+400	New	+$11K	﹤0.01%	3217
2015 Q2	–	Sell	-2,476	Closed	-$75K	–	3479
2015 Q1	$75K	Buy	+2,476	New	+$70.9K	﹤0.01%	1740

Other funds holding CSS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's CSS Position: Q3 2017 in Review

Creative Planning sold out of CSS Industries, Inc. (CSS) in Q3 2017, closing a stake of 418 shares — an estimated $11K sold.

Creative Planning first reported a position in CSS in Q1 2015 and held it in 6 quarters. The position peaked at $75K in Q1 2015. 72 funds tracked by Wall St. Rank hold CSS as of Q3 2017.

Creative Planning reported no remaining CSS Industries, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 418 CSS Industries, Inc. shares in Q3 2017, an estimated $11K.
Creative Planning first reported a position in CSS Industries, Inc. in Q1 2015 and held it in 6 quarters.
Creative Planning's CSS Industries, Inc. position peaked at $75K in Q1 2015.
72 funds tracked by Wall St. Rank held CSS Industries, Inc. as of Q3 2017.

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