Creative Planning
FOE

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return