Creative Planning’s Flexsteel Industries FLXS Stock Holding History

Creative Planning’s Portfolio FLXS Stock Details FLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-462	Closed	-$25K	–	2513
2017 Q2	$25K	Sell	462 -65	-12%	-$3.42K	﹤0.01%	3020
2017 Q1	$27K	Buy	527 +75	+17%	+$3.9K	﹤0.01%	2911
2016 Q4	$28K	Hold	452	–	–	﹤0.01%	2841
2016 Q3	$23K	Hold	452	–	–	﹤0.01%	2962
2016 Q2	$18K	Sell	452 -1,100	-71%	-$45.4K	﹤0.01%	2867
2016 Q1	$68K	Buy	1,552 +1,100	+243%	+$46K	﹤0.01%	1885
2015 Q4	$20K	Hold	452	–	–	﹤0.01%	2848
2015 Q3	$14K	Buy	+452	New	+$16.4K	﹤0.01%	2988
2015 Q2	–	Sell	-452	Closed	-$14K	–	1746
2015 Q1	$14K	Buy	452 +52	+13%	+$1.59K	﹤0.01%	2972
2014 Q4	$13K	Hold	400	–	–	﹤0.01%	2956
2014 Q3	$13K	Hold	400	–	–	﹤0.01%	2793
2014 Q2	$13K	Hold	400	–	–	﹤0.01%	2731
2014 Q1	$15K	Hold	400	–	–	﹤0.01%	2548
2013 Q4	$12K	Hold	400	–	–	﹤0.01%	2461
2013 Q3	$10K	Hold	400	–	–	﹤0.01%	2455
2013 Q2	$10K	Buy	+400	New	+$8.89K	﹤0.01%	2275

Other funds holding FLXS

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

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

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TAM

THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Creative Planning's FLXS Position: Q3 2017 in Review

Creative Planning sold out of Flexsteel Industries (FLXS) in Q3 2017, closing a stake of 462 shares — an estimated $25K sold.

Creative Planning first reported a position in FLXS in Q2 2013 and held it in 16 quarters. The position peaked at $68K in Q1 2016. 82 funds tracked by Wall St. Rank hold FLXS as of Q3 2017.

Creative Planning reported no remaining Flexsteel Industries position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 462 Flexsteel Industries shares in Q3 2017, an estimated $25K.
Creative Planning first reported a position in Flexsteel Industries in Q2 2013 and held it in 16 quarters.
Creative Planning's Flexsteel Industries position peaked at $68K in Q1 2016.
82 funds tracked by Wall St. Rank held Flexsteel Industries as of Q3 2017.

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