Creative Planning
FLOW

Creative Planning’s SPX FLOW, Inc. FLOW Stock Holding History

Creative Planning’s Portfolio FLOW Stock Details FLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-160
Closed -$6K – 4056
2017
Q2 		$6K Sell
160
-208
-57% -$7.69K ﹤0.01% 3939
2017
Q1 		$13K Buy
368
+208
+130% +$7.11K ﹤0.01% 3443
2016
Q4 		$5K Buy
160
+60
+60% +$1.76K ﹤0.01% 3995
2016
Q3 		$3K Hold
100
– – ﹤0.01% 4156
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3932
2016
Q1 		$3K Sell
100
-83
-45% -$1.81K ﹤0.01% 3851
2015
Q4 		$5K Sell
183
-316
-63% -$10.4K ﹤0.01% 3721
2015
Q3 		$17K Buy
+499
New +$17K ﹤0.01% 2870

Other funds holding FLOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's FLOW Position: Q3 2017 in Review

Creative Planning sold out of SPX FLOW, Inc. (FLOW) in Q3 2017, closing a stake of 160 shares — an estimated $6K sold.

Creative Planning first reported a position in FLOW in Q3 2015 and held it in 8 quarters. The position peaked at $17K in Q3 2015. 177 funds tracked by Wall St. Rank hold FLOW as of Q3 2017.

  • Creative Planning reported no remaining SPX FLOW, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 160 SPX FLOW, Inc. shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in SPX FLOW, Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's SPX FLOW, Inc. position peaked at $17K in Q3 2015.
  • 177 funds tracked by Wall St. Rank held SPX FLOW, Inc. as of Q3 2017.

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