Creative Planning
DYSL

Creative Planning’s Dynasil Corporation of America DYSL Stock Holding History

Creative Planning’s Portfolio DYSL Stock Details DYSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-30,100
Closed -$38K – 4969
2017
Q1 		$38K Buy
+30,100
New +$38.4K ﹤0.01% 2678

Other funds holding DYSL

FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's DYSL Position: Q2 2017 in Review

Creative Planning sold out of Dynasil Corporation of America (DYSL) in Q2 2017, closing a stake of 30,100 shares — an estimated $38K sold.

Creative Planning first reported a position in DYSL in Q1 2017 and held it in 1 quarter. The position peaked at $38K in Q1 2017. 11 funds tracked by Wall St. Rank hold DYSL as of Q2 2017.

  • Creative Planning reported no remaining Dynasil Corporation of America position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 30,100 Dynasil Corporation of America shares in Q2 2017, an estimated $38K.
  • Creative Planning first reported a position in Dynasil Corporation of America in Q1 2017 and held it in 1 quarter.
  • Creative Planning's Dynasil Corporation of America position peaked at $38K in Q1 2017.
  • 11 funds tracked by Wall St. Rank held Dynasil Corporation of America as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.