Creative Planning
EDUC icon

Creative Planning’s Educational Development Corp EDUC Stock Holding History

Creative Planning’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-132
Closed -$1K – 2376
2017
Q2 		$1K Buy
+132
New +$583 ﹤0.01% 4425
2016
Q2 		– Sell
-400
Closed -$3K – 4382
2016
Q1 		$3K Buy
+400
New +$2.22K ﹤0.01% 3792
2015
Q1 		– Sell
-1,000
Closed -$2K – 4253
2014
Q4 		$2K Hold
1,000
– – ﹤0.01% 3808
2014
Q3 		$2K Buy
+1,000
New +$2.33K ﹤0.01% 3648

Other funds holding EDUC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning's EDUC Position: Q3 2017 in Review

Creative Planning sold out of Educational Development Corp (EDUC) in Q3 2017, closing a stake of 132 shares — an estimated $1K sold.

Creative Planning first reported a position in EDUC in Q3 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 13 funds tracked by Wall St. Rank hold EDUC as of Q3 2017.

  • Creative Planning reported no remaining Educational Development Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 132 Educational Development Corp shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Educational Development Corp in Q3 2014 and held it in 4 quarters.
  • Creative Planning's Educational Development Corp position peaked at $3K in Q1 2016.
  • 13 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2017.

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