Creative Planning’s EVI Industries EVI Stock Holding History

Creative Planning’s Portfolio EVI Stock Details EVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,096	Closed	-$57K	–	2443
2017 Q2	$57K	Buy	2,096 +2,041	+3,711%	+$47.3K	﹤0.01%	2417
2017 Q1	$1K	Buy	+55	New	+$979	﹤0.01%	4428

Other funds holding EVI

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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

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

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's EVI Position: Q3 2017 in Review

Creative Planning sold out of EVI Industries (EVI) in Q3 2017, closing a stake of 2,096 shares — an estimated $57K sold.

Creative Planning first reported a position in EVI in Q1 2017 and held it in 2 quarters. The position peaked at $57K in Q2 2017. 35 funds tracked by Wall St. Rank hold EVI as of Q3 2017.

Creative Planning reported no remaining EVI Industries position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,096 EVI Industries shares in Q3 2017, an estimated $57K.
Creative Planning first reported a position in EVI Industries in Q1 2017 and held it in 2 quarters.
Creative Planning's EVI Industries position peaked at $57K in Q2 2017.
35 funds tracked by Wall St. Rank held EVI Industries as of Q3 2017.

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