Creative Planning
KNL

Creative Planning’s Knoll, Inc. KNL Stock Holding History

Creative Planning’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$6K – 4619
2017
Q2 		$6K Buy
+300
New +$6.75K ﹤0.01% 3958
2016
Q3 		– Sell
-15
Closed – – 4950
2016
Q2 		$0 Hold
15
– – ﹤0.01% 4758
2016
Q1 		$0 Buy
+15
New +$282 ﹤0.01% 4827

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's KNL Position: Q3 2017 in Review

Creative Planning sold out of Knoll, Inc. (KNL) in Q3 2017, closing a stake of 300 shares — an estimated $6K sold.

Creative Planning first reported a position in KNL in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 145 funds tracked by Wall St. Rank hold KNL as of Q3 2017.

  • Creative Planning reported no remaining Knoll, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 300 Knoll, Inc. shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Knoll, Inc. in Q1 2016 and held it in 3 quarters.
  • Creative Planning's Knoll, Inc. position peaked at $6K in Q2 2017.
  • 145 funds tracked by Wall St. Rank held Knoll, Inc. as of Q3 2017.

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