Creative Planning
KEM

Creative Planning’s KEMET Corporation KEM Stock Holding History

Creative Planning’s Portfolio KEM Stock Details KEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,105
Closed -$303K – 2172
2019
Q2 		$303K Sell
16,105
-3,819
-19% -$66.8K ﹤0.01% 1363
2019
Q1 		$338K Buy
19,924
+4,400
+28% +$80.9K ﹤0.01% 1268
2018
Q4 		$272K Buy
15,524
+4,231
+37% +$79.2K ﹤0.01% 1294
2018
Q3 		$209K Buy
+11,293
New +$278K ﹤0.01% 1651
2018
Q2 		– Sell
-24,783
Closed -$449K – 2236
2018
Q1 		$449K Sell
24,783
-8,165
-25% -$149K ﹤0.01% 1132
2017
Q4 		$496K Buy
32,948
+14,553
+79% +$277K ﹤0.01% 1070
2017
Q3 		$389K Buy
18,395
+16,496
+869% +$312K ﹤0.01% 1173
2017
Q2 		$24K Sell
1,899
-200
-10% -$2.54K ﹤0.01% 3073
2017
Q1 		$25K Buy
2,099
+1,800
+602% +$16.3K ﹤0.01% 2990
2016
Q4 		$2K Hold
299
– – ﹤0.01% 4375
2016
Q3 		$1K Hold
299
– – ﹤0.01% 4530
2016
Q2 		$1K Hold
299
– – ﹤0.01% 4313
2016
Q1 		$1K Hold
299
– – ﹤0.01% 4270
2015
Q4 		$1K Hold
299
– – ﹤0.01% 4364
2015
Q3 		$1K Buy
+299
New +$598 ﹤0.01% 4261
2015
Q2 		– Sell
-299
Closed -$1K – 4110
2015
Q1 		$1K Hold
299
– – ﹤0.01% 4167
2014
Q4 		$1K Hold
299
– – ﹤0.01% 4101
2014
Q3 		$1K Sell
299
-333
-53% -$1.7K ﹤0.01% 3959
2014
Q2 		$4K Buy
632
+333
+111% +$1.85K ﹤0.01% 3372
2014
Q1 		$2K Sell
299
-66
-18% -$376 ﹤0.01% 3457
2013
Q4 		$2K Sell
365
-4,187
-92% -$23.2K ﹤0.01% 3177
2013
Q3 		$19K Buy
4,552
+4,253
+1,422% +$18.4K ﹤0.01% 2148
2013
Q2 		$1K Buy
+299
New +$1.53K ﹤0.01% 3044

Other funds holding KEM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's KEM Position: Q3 2019 in Review

Creative Planning sold out of KEMET Corporation (KEM) in Q3 2019, closing a stake of 16,105 shares — an estimated $303K sold.

Creative Planning first reported a position in KEM in Q2 2013 and held it in 23 quarters. The position peaked at $496K in Q4 2017. 216 funds tracked by Wall St. Rank hold KEM as of Q3 2019.

  • Creative Planning reported no remaining KEMET Corporation position as of Q3 2019 after selling out during the quarter.
  • Creative Planning sold 16,105 KEMET Corporation shares in Q3 2019, an estimated $303K.
  • Creative Planning first reported a position in KEMET Corporation in Q2 2013 and held it in 23 quarters.
  • Creative Planning's KEMET Corporation position peaked at $496K in Q4 2017.
  • 216 funds tracked by Wall St. Rank held KEMET Corporation as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.