Creative Planning
KMG

Creative Planning’s KMG Chemicals Inc KMG Stock Holding History

Creative Planning’s Portfolio KMG Stock Details KMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,150
Closed -$105K – 4374
2017
Q2 		$105K Buy
+2,150
New +$110K ﹤0.01% 1964
2015
Q4 		– Sell
-245
Closed -$5K – 4702
2015
Q3 		$5K Buy
+245
New +$5.34K ﹤0.01% 3660

Other funds holding KMG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's KMG Position: Q3 2017 in Review

Creative Planning sold out of KMG Chemicals Inc (KMG) in Q3 2017, closing a stake of 2,150 shares — an estimated $105K sold.

Creative Planning first reported a position in KMG in Q3 2015 and held it in 2 quarters. The position peaked at $105K in Q2 2017. 127 funds tracked by Wall St. Rank hold KMG as of Q3 2017.

  • Creative Planning reported no remaining KMG Chemicals Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,150 KMG Chemicals Inc shares in Q3 2017, an estimated $105K.
  • Creative Planning first reported a position in KMG Chemicals Inc in Q3 2015 and held it in 2 quarters.
  • Creative Planning's KMG Chemicals Inc position peaked at $105K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held KMG Chemicals Inc as of Q3 2017.

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