Creative Planning
CTB

Creative Planning’s Cooper Tire & Rubber Co. CTB Stock Holding History

Creative Planning’s Portfolio CTB Stock Details CTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,405
Closed -$87K – 4118
2017
Q2 		$87K Sell
2,405
-180
-7% -$6.95K ﹤0.01% 2084
2017
Q1 		$115K Buy
2,585
+129
+5% +$5.06K ﹤0.01% 1862
2016
Q4 		$95K Buy
2,456
+6
+0.2% +$226 ﹤0.01% 1912
2016
Q3 		$93K Sell
2,450
-12
-0.5% -$402 ﹤0.01% 1897
2016
Q2 		$73K Hold
2,462
– – ﹤0.01% 1873
2016
Q1 		$91K Sell
2,462
-176
-7% -$6.44K ﹤0.01% 1697
2015
Q4 		$100K Buy
2,638
+104
+4% +$4.24K ﹤0.01% 1627
2015
Q3 		$100K Buy
+2,534
New +$92.2K ﹤0.01% 1601
2015
Q2 		– Sell
-2,599
Closed -$111K – 3385
2015
Q1 		$111K Sell
2,599
-156
-6% -$5.76K ﹤0.01% 1521
2014
Q4 		$95K Sell
2,755
-1,794
-39% -$56.4K ﹤0.01% 1577
2014
Q3 		$131K Hold
4,549
– – ﹤0.01% 1301
2014
Q2 		$136K Hold
4,549
– – ﹤0.01% 1243
2014
Q1 		$111K Buy
4,549
+15
+0.3% +$358 ﹤0.01% 1347
2013
Q4 		$109K Buy
4,534
+1,997
+79% +$49.4K ﹤0.01% 1155
2013
Q3 		$78K Buy
2,537
+537
+27% +$17.5K ﹤0.01% 1274
2013
Q2 		$66K Buy
+2,000
New +$52.8K ﹤0.01% 1223

Other funds holding CTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's CTB Position: Q3 2017 in Review

Creative Planning sold out of Cooper Tire & Rubber Co. (CTB) in Q3 2017, closing a stake of 2,405 shares — an estimated $87K sold.

Creative Planning first reported a position in CTB in Q2 2013 and held it in 16 quarters. The position peaked at $136K in Q2 2014. 218 funds tracked by Wall St. Rank hold CTB as of Q3 2017.

  • Creative Planning reported no remaining Cooper Tire & Rubber Co. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,405 Cooper Tire & Rubber Co. shares in Q3 2017, an estimated $87K.
  • Creative Planning first reported a position in Cooper Tire & Rubber Co. in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Cooper Tire & Rubber Co. position peaked at $136K in Q2 2014.
  • 218 funds tracked by Wall St. Rank held Cooper Tire & Rubber Co. as of Q3 2017.

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