Creative Planning’s DallasNews DALN Stock Holding History

Creative Planning’s Portfolio DALN Stock Details DALN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-250	Closed	-$6K	–	2297
2017 Q2	$6K	Hold	250	–	–	﹤0.01%	3893
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	3854
2016 Q4	$6K	Hold	250	–	–	﹤0.01%	3835
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	3712
2016 Q2	$5K	Hold	250	–	–	﹤0.01%	3624
2016 Q1	$5K	Sell	250 -260	-51%	-$5.72K	﹤0.01%	3564
2015 Q4	$10K	Hold	510	–	–	﹤0.01%	3288
2015 Q3	$10K	Buy	+510	New	+$10.2K	﹤0.01%	3190
2015 Q2	–	Sell	-250	Closed	-$8K	–	1518
2015 Q1	$8K	Hold	250	–	–	﹤0.01%	3301
2014 Q4	$10K	Buy	+250	New	+$11.6K	﹤0.01%	3113

Other funds holding DALN

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

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

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

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

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Creative Planning's DALN Position: Q3 2017 in Review

Creative Planning sold out of DallasNews (DALN) in Q3 2017, closing a stake of 250 shares — an estimated $6K sold.

Creative Planning first reported a position in DALN in Q4 2014 and held it in 10 quarters. The position peaked at $10K in Q4 2015. 56 funds tracked by Wall St. Rank hold DALN as of Q3 2017.

Creative Planning reported no remaining DallasNews position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 250 DallasNews shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in DallasNews in Q4 2014 and held it in 10 quarters.
Creative Planning's DallasNews position peaked at $10K in Q4 2015.
56 funds tracked by Wall St. Rank held DallasNews as of Q3 2017.

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