Creative Planning’s Kewaunee Scientific KEQU Stock Holding History

Creative Planning’s Portfolio KEQU Stock Details KEQU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,111	Closed	-$53K	–	2849
2017 Q2	$53K	Hold	2,111	–	–	﹤0.01%	2467
2017 Q1	$49K	Hold	2,111	–	–	﹤0.01%	2490
2016 Q4	$52K	Hold	2,111	–	–	﹤0.01%	2361
2016 Q3	$50K	Hold	2,111	–	–	﹤0.01%	2361
2016 Q2	$40K	Buy	+2,111	New	+$35.6K	﹤0.01%	2297

Other funds holding KEQU

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's KEQU Position: Q3 2017 in Review

Creative Planning sold out of Kewaunee Scientific (KEQU) in Q3 2017, closing a stake of 2,111 shares — an estimated $53K sold.

Creative Planning first reported a position in KEQU in Q2 2016 and held it in 5 quarters. The position peaked at $53K in Q2 2017. 30 funds tracked by Wall St. Rank hold KEQU as of Q3 2017.

Creative Planning reported no remaining Kewaunee Scientific position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,111 Kewaunee Scientific shares in Q3 2017, an estimated $53K.
Creative Planning first reported a position in Kewaunee Scientific in Q2 2016 and held it in 5 quarters.
Creative Planning's Kewaunee Scientific position peaked at $53K in Q2 2017.
30 funds tracked by Wall St. Rank held Kewaunee Scientific as of Q3 2017.

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