Creative Planning’s Chicago Rivet & Machine Co CVR Stock Holding History

Creative Planning’s Portfolio CVR Stock Details CVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-245	Closed	-$9K	–	2279
2017 Q2	$9K	Hold	245	–	–	﹤0.01%	3680
2017 Q1	$10K	Hold	245	–	–	﹤0.01%	3584
2016 Q4	$10K	Buy	245 +30	+14%	+$1K	﹤0.01%	3543
2016 Q3	$6K	Buy	+215	New	+$6.01K	﹤0.01%	3789

Other funds holding CVR

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning's CVR Position: Q3 2017 in Review

Creative Planning sold out of Chicago Rivet & Machine Co (CVR) in Q3 2017, closing a stake of 245 shares — an estimated $9K sold.

Creative Planning first reported a position in CVR in Q3 2016 and held it in 4 quarters. The position peaked at $10K in Q1 2017. 13 funds tracked by Wall St. Rank hold CVR as of Q3 2017.

Creative Planning reported no remaining Chicago Rivet & Machine Co position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 245 Chicago Rivet & Machine Co shares in Q3 2017, an estimated $9K.
Creative Planning first reported a position in Chicago Rivet & Machine Co in Q3 2016 and held it in 4 quarters.
Creative Planning's Chicago Rivet & Machine Co position peaked at $10K in Q1 2017.
13 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q3 2017.

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