Creative Planning’s Koss Corp KOSS Stock Holding History

Creative Planning’s Portfolio KOSS Stock Details KOSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-900	Closed	-$2K	–	2867
2017 Q2	$2K	Hold	900	–	–	﹤0.01%	4314
2017 Q1	$2K	Hold	900	–	–	﹤0.01%	4293
2016 Q4	$2K	Hold	900	–	–	﹤0.01%	4280
2016 Q3	$2K	Hold	900	–	–	﹤0.01%	4228
2016 Q2	$2K	Hold	900	–	–	﹤0.01%	4024
2016 Q1	$2K	Hold	900	–	–	﹤0.01%	3958
2015 Q4	$2K	Hold	900	–	–	﹤0.01%	4034
2015 Q3	$2K	Buy	+900	New	+$2.18K	﹤0.01%	3949
2015 Q2	–	Sell	-900	Closed	-$2K	–	2114
2015 Q1	$2K	Hold	900	–	–	﹤0.01%	3880
2014 Q4	$2K	Hold	900	–	–	﹤0.01%	3825
2014 Q3	$2K	Hold	900	–	–	﹤0.01%	3669
2014 Q2	$3K	Hold	900	–	–	﹤0.01%	3404
2014 Q1	$4K	Buy	+900	New	+$4.72K	﹤0.01%	3173

Other funds holding KOSS

Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's KOSS Position: Q3 2017 in Review

Creative Planning sold out of Koss Corp (KOSS) in Q3 2017, closing a stake of 900 shares — an estimated $2K sold.

Creative Planning first reported a position in KOSS in Q1 2014 and held it in 13 quarters. The position peaked at $4K in Q1 2014. 15 funds tracked by Wall St. Rank hold KOSS as of Q3 2017.

Creative Planning reported no remaining Koss Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 900 Koss Corp shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Koss Corp in Q1 2014 and held it in 13 quarters.
Creative Planning's Koss Corp position peaked at $4K in Q1 2014.
15 funds tracked by Wall St. Rank held Koss Corp as of Q3 2017.

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