Creative Planning
JASN

Creative Planning’s Jason Industries, Inc. JASN Stock Holding History

Creative Planning’s Portfolio JASN Stock Details JASN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed -$4K – 4815
2016
Q2 		$4K Buy
+1,000
New +$3.85K ﹤0.01% 3810
2015
Q4 		– Sell
-1,000
Closed -$4K – 4681
2015
Q3 		$4K Buy
+1,000
New +$5.41K ﹤0.01% 3762

Other funds holding JASN

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Creative Planning's JASN Position: Q3 2016 in Review

Creative Planning sold out of Jason Industries, Inc. (JASN) in Q3 2016, closing a stake of 1,000 shares — an estimated $4K sold.

Creative Planning first reported a position in JASN in Q3 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2016. 39 funds tracked by Wall St. Rank hold JASN as of Q3 2016.

  • Creative Planning reported no remaining Jason Industries, Inc. position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 1,000 Jason Industries, Inc. shares in Q3 2016, an estimated $4K.
  • Creative Planning first reported a position in Jason Industries, Inc. in Q3 2015 and held it in 2 quarters.
  • Creative Planning's Jason Industries, Inc. position peaked at $4K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held Jason Industries, Inc. as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.