Creative Planning’s Empire Resources, Inc. ERS Stock Holding History

Creative Planning’s Portfolio ERS Stock Details ERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$7K	–	5099
2016 Q4	$7K	Buy	+1,000	New	+$5.44K	﹤0.01%	3814

Other funds holding ERS

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's ERS Position: Q1 2017 in Review

Creative Planning sold out of Empire Resources, Inc. (ERS) in Q1 2017, closing a stake of 1,000 shares — an estimated $7K sold.

Creative Planning first reported a position in ERS in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 17 funds tracked by Wall St. Rank hold ERS as of Q1 2017.

Creative Planning reported no remaining Empire Resources, Inc. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 1,000 Empire Resources, Inc. shares in Q1 2017, an estimated $7K.
Creative Planning first reported a position in Empire Resources, Inc. in Q4 2016 and held it in 1 quarter.
Creative Planning's Empire Resources, Inc. position peaked at $7K in Q4 2016.
17 funds tracked by Wall St. Rank held Empire Resources, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.