Creative Planning’s Escalade ESCA Stock Holding History

Creative Planning’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-10,000	Closed	-$129K	–	4664
2017 Q1	$129K	Buy	+10,000	New	+$130K	﹤0.01%	1786

Other funds holding ESCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's ESCA Position: Q2 2017 in Review

Creative Planning sold out of Escalade (ESCA) in Q2 2017, closing a stake of 10,000 shares — an estimated $129K sold.

Creative Planning first reported a position in ESCA in Q1 2017 and held it in 1 quarter. The position peaked at $129K in Q1 2017. 49 funds tracked by Wall St. Rank hold ESCA as of Q2 2017.

Creative Planning reported no remaining Escalade position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 10,000 Escalade shares in Q2 2017, an estimated $129K.
Creative Planning first reported a position in Escalade in Q1 2017 and held it in 1 quarter.
Creative Planning's Escalade position peaked at $129K in Q1 2017.
49 funds tracked by Wall St. Rank held Escalade as of Q2 2017.

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