Creative Planning’s Electro-Sensors ELSE Stock Holding History

Creative Planning’s Portfolio ELSE Stock Details ELSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-750	Closed	-$3K	–	2399
2017 Q2	$3K	Hold	750	–	–	﹤0.01%	4172
2017 Q1	$3K	Buy	+750	New	+$3.04K	﹤0.01%	4149

Other funds holding ELSE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 ELSE Position: Q3 2017 in Review

Creative Planning sold out of Electro-Sensors (ELSE) in Q3 2017, closing a stake of 750 shares — an estimated $3K sold.

Creative Planning first reported a position in ELSE in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 5 funds tracked by Wall St. Rank hold ELSE as of Q3 2017.

Creative Planning reported no remaining Electro-Sensors position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 750 Electro-Sensors shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Electro-Sensors in Q1 2017 and held it in 2 quarters.
Creative Planning's Electro-Sensors position peaked at $3K in Q2 2017.
5 funds tracked by Wall St. Rank held Electro-Sensors as of Q3 2017.

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