Creative Planning
ESYS

Creative Planning’s ELECSYS CORPORATION ESYS Stock Holding History

Creative Planning’s Portfolio ESYS Stock Details ESYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,935
Closed -$76K – 4552
2014
Q3 		$76K Hold
6,935
– – ﹤0.01% 1654
2014
Q2 		$84K Hold
6,935
– – ﹤0.01% 1555
2014
Q1 		$93K Buy
6,935
+5,258
+314% +$70.7K ﹤0.01% 1447
2013
Q4 		$22K Buy
1,677
+227
+16% +$2.29K ﹤0.01% 2141
2013
Q3 		$12K Hold
1,450
– – ﹤0.01% 2389
2013
Q2 		$10K Buy
+1,450
New +$8.33K ﹤0.01% 2300

Other funds holding ESYS

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 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
KAM
Kassirer Asset Management Toronto, Ontario, Canada $4.07M AUM 49.71% 1-Year Est. Return
SMC
S. Muoio & Co New York $75.7M AUM 42.51% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
JWBC
John W. Bristol & Co New York $6.08B AUM 16.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's ESYS Position: Q4 2014 in Review

Creative Planning sold out of ELECSYS CORPORATION (ESYS) in Q4 2014, closing a stake of 6,935 shares — an estimated $76K sold.

Creative Planning first reported a position in ESYS in Q2 2013 and held it in 6 quarters. The position peaked at $93K in Q1 2014. 18 funds tracked by Wall St. Rank hold ESYS as of Q4 2014.

  • Creative Planning reported no remaining ELECSYS CORPORATION position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 6,935 ELECSYS CORPORATION shares in Q4 2014, an estimated $76K.
  • Creative Planning first reported a position in ELECSYS CORPORATION in Q2 2013 and held it in 6 quarters.
  • Creative Planning's ELECSYS CORPORATION position peaked at $93K in Q1 2014.
  • 18 funds tracked by Wall St. Rank held ELECSYS CORPORATION as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.