Creative Planning
ESP icon

Creative Planning’s Espey Mfg & Electronics Corp ESP Stock Holding History

Creative Planning’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-700
Closed -$17K – 4448
2015
Q3 		$17K Buy
+700
New +$18.1K ﹤0.01% 2845
2015
Q2 		– Sell
-300
Closed -$9K – 1674
2015
Q1 		$9K Hold
300
– – ﹤0.01% 3244
2014
Q4 		$7K Hold
300
– – ﹤0.01% 3303
2014
Q3 		$6K Buy
+300
New +$7.27K ﹤0.01% 3190

Other funds holding ESP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's ESP Position: Q4 2015 in Review

Creative Planning sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2015, closing a stake of 700 shares — an estimated $17K sold.

Creative Planning first reported a position in ESP in Q3 2014 and held it in 4 quarters. The position peaked at $17K in Q3 2015. 25 funds tracked by Wall St. Rank hold ESP as of Q4 2015.

  • Creative Planning reported no remaining Espey Mfg & Electronics Corp position as of Q4 2015 after selling out during the quarter.
  • Creative Planning sold 700 Espey Mfg & Electronics Corp shares in Q4 2015, an estimated $17K.
  • Creative Planning first reported a position in Espey Mfg & Electronics Corp in Q3 2014 and held it in 4 quarters.
  • Creative Planning's Espey Mfg & Electronics Corp position peaked at $17K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.