Creative Planning
EML icon

Creative Planning’s Eastern Company EML Stock Holding History

Creative Planning’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-132
Closed -$4K – 2403
2017
Q2 		$4K Sell
132
-1,049
-89% -$29.6K ﹤0.01% 4086
2017
Q1 		$25K Buy
1,181
+1,049
+795% +$20.9K ﹤0.01% 2970
2016
Q4 		$3K Hold
132
– – ﹤0.01% 4138
2016
Q3 		$3K Hold
132
– – ﹤0.01% 4086
2016
Q2 		$2K Hold
132
– – ﹤0.01% 4001
2016
Q1 		$2K Hold
132
– – ﹤0.01% 3939
2015
Q4 		$2K Hold
132
– – ﹤0.01% 4010
2015
Q3 		$2K Buy
+132
New +$2.25K ﹤0.01% 3926

Other funds holding EML

BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Creative Planning's EML Position: Q3 2017 in Review

Creative Planning sold out of Eastern Company (EML) in Q3 2017, closing a stake of 132 shares — an estimated $4K sold.

Creative Planning first reported a position in EML in Q3 2015 and held it in 8 quarters. The position peaked at $25K in Q1 2017. 52 funds tracked by Wall St. Rank hold EML as of Q3 2017.

  • Creative Planning reported no remaining Eastern Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 132 Eastern Company shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in Eastern Company in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Eastern Company position peaked at $25K in Q1 2017.
  • 52 funds tracked by Wall St. Rank held Eastern Company as of Q3 2017.

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