Creative Planning’s Ferro Corporation FOE Stock Holding History

Creative Planning’s Portfolio FOE Stock Details FOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,000	Closed	-$146K	–	2780
2020 Q4	$146K	Buy	+10,000	New	+$139K	﹤0.01%	1967
2017 Q3	–	Sell	-1,500	Closed	-$27K	–	4050
2017 Q2	$27K	Buy	+1,500	New	+$25.7K	﹤0.01%	2971
2016 Q2	–	Sell	-50	Closed	-$1K	–	4583
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	4207
2015 Q4	$1K	Sell	50 -109,427	-100%	-$1.3M	﹤0.01%	4285
2015 Q3	$1.2M	Buy	+109,477	New	+$1.48M	0.01%	436
2014 Q3	–	Sell	-300	Closed	-$4K	–	4212
2014 Q2	$4K	Buy	+300	New	+$3.84K	﹤0.01%	3339
2014 Q1	–	Sell	-500	Closed	-$6K	–	3804
2013 Q4	$6K	Hold	500	–	–	﹤0.01%	2793
2013 Q3	$5K	Hold	500	–	–	﹤0.01%	2750
2013 Q2	$3K	Buy	+500	New	+$3.47K	﹤0.01%	2752

Other funds holding FOE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's FOE Position: Q1 2021 in Review

Creative Planning sold out of Ferro Corporation (FOE) in Q1 2021, closing a stake of 10,000 shares — an estimated $146K sold.

Creative Planning first reported a position in FOE in Q2 2013 and held it in 9 quarters. The position peaked at $1.2M in Q3 2015. 170 funds tracked by Wall St. Rank hold FOE as of Q1 2021.

Creative Planning reported no remaining Ferro Corporation position as of Q1 2021 after selling out during the quarter.
Creative Planning sold 10,000 Ferro Corporation shares in Q1 2021, an estimated $146K.
Creative Planning first reported a position in Ferro Corporation in Q2 2013 and held it in 9 quarters.
Creative Planning's Ferro Corporation position peaked at $1.2M in Q3 2015.
170 funds tracked by Wall St. Rank held Ferro Corporation as of Q1 2021.

Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.