Creative Planning
KSPN

Creative Planning’s Kaspien Holdings Inc. Common Stock KSPN Stock Holding History

Creative Planning’s Portfolio KSPN Stock Details KSPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$3K – 4974
2016
Q4 		$3K Buy
+50
New +$3.56K ﹤0.01% 4189

Other funds holding KSPN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's KSPN Position: Q1 2017 in Review

Creative Planning sold out of Kaspien Holdings Inc. Common Stock (KSPN) in Q1 2017, closing a stake of 50 shares — an estimated $3K sold.

Creative Planning first reported a position in KSPN in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 20 funds tracked by Wall St. Rank hold KSPN as of Q1 2017.

  • Creative Planning reported no remaining Kaspien Holdings Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 50 Kaspien Holdings Inc. Common Stock shares in Q1 2017, an estimated $3K.
  • Creative Planning first reported a position in Kaspien Holdings Inc. Common Stock in Q4 2016 and held it in 1 quarter.
  • Creative Planning's Kaspien Holdings Inc. Common Stock position peaked at $3K in Q4 2016.
  • 20 funds tracked by Wall St. Rank held Kaspien Holdings Inc. Common Stock as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.