Creative Planning

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 $155M AUM 35.49% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Renaissance Technologies

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