Creative Planning
ITI

Creative Planning’s Iteris, Inc. ITI Stock Holding History

Creative Planning’s Portfolio ITI Stock Details ITI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-838
Closed -$5K – 3835
2017
Q2 		$5K Sell
838
-92
-10% -$524 ﹤0.01% 4018
2017
Q1 		$5K Buy
+930
New +$4.53K ﹤0.01% 3987
2015
Q1 		– Sell
-3,000
Closed -$5K – 4443
2014
Q4 		$5K Buy
+3,000
New +$5.29K ﹤0.01% 3516
2013
Q4 		– Sell
-100
Closed – – 3500
2013
Q3 		$0 Buy
+100
New +$180 ﹤0.01% 3381

Other funds holding ITI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CPA
Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's ITI Position: Q3 2017 in Review

Creative Planning sold out of Iteris, Inc. (ITI) in Q3 2017, closing a stake of 838 shares — an estimated $5K sold.

Creative Planning first reported a position in ITI in Q3 2013 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 66 funds tracked by Wall St. Rank hold ITI as of Q3 2017.

  • Creative Planning reported no remaining Iteris, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 838 Iteris, Inc. shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Iteris, Inc. in Q3 2013 and held it in 4 quarters.
  • Creative Planning's Iteris, Inc. position peaked at $5K in Q2 2017.
  • 66 funds tracked by Wall St. Rank held Iteris, Inc. as of Q3 2017.

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