Creative Planning
CULP icon

Creative Planning’s Culp Inc CULP Stock Holding History

Creative Planning’s Portfolio CULP Stock Details CULP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-22
Closed -$1K – 4686
2016
Q4 		$1K Sell
22
-50
-69% -$1.61K ﹤0.01% 4407
2016
Q3 		$2K Hold
72
– – ﹤0.01% 4210
2016
Q2 		$2K Buy
72
+22
+44% +$599 ﹤0.01% 3994
2016
Q1 		$1K Hold
50
– – ﹤0.01% 4095
2015
Q4 		$1K Hold
50
– – ﹤0.01% 4190
2015
Q3 		$2K Buy
+50
New +$1.58K ﹤0.01% 3922

Other funds holding CULP

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Creative Planning's CULP Position: Q1 2017 in Review

Creative Planning sold out of Culp Inc (CULP) in Q1 2017, closing a stake of 22 shares — an estimated $1K sold.

Creative Planning first reported a position in CULP in Q3 2015 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 84 funds tracked by Wall St. Rank hold CULP as of Q1 2017.

  • Creative Planning reported no remaining Culp Inc position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 22 Culp Inc shares in Q1 2017, an estimated $1K.
  • Creative Planning first reported a position in Culp Inc in Q3 2015 and held it in 6 quarters.
  • Creative Planning's Culp Inc position peaked at $2K in Q3 2016.
  • 84 funds tracked by Wall St. Rank held Culp Inc as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.