Creative Planning
KTCC icon

Creative Planning’s Key Tronic KTCC Stock Holding History

Creative Planning’s Portfolio KTCC Stock Details KTCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,164
Closed -$8K – 2875
2017
Q2 		$8K Sell
1,164
-291
-20% -$2.04K ﹤0.01% 3754
2017
Q1 		$11K Buy
1,455
+355
+32% +$2.69K ﹤0.01% 3524
2016
Q4 		$9K Buy
1,100
+1,000
+1,000% +$7.71K ﹤0.01% 3612
2016
Q3 		$1K Hold
100
– – ﹤0.01% 4399
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4173
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4135
2015
Q4 		$1K Hold
100
– – ﹤0.01% 4217
2015
Q3 		$1K Buy
+100
New +$1.02K ﹤0.01% 4106
2015
Q2 		– Sell
-100
Closed -$1K – 2122
2015
Q1 		$1K Buy
+100
New +$948 ﹤0.01% 4036

Other funds holding KTCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Creative Planning's KTCC Position: Q3 2017 in Review

Creative Planning sold out of Key Tronic (KTCC) in Q3 2017, closing a stake of 1,164 shares — an estimated $8K sold.

Creative Planning first reported a position in KTCC in Q1 2015 and held it in 9 quarters. The position peaked at $11K in Q1 2017. 34 funds tracked by Wall St. Rank hold KTCC as of Q3 2017.

  • Creative Planning reported no remaining Key Tronic position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,164 Key Tronic shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Key Tronic in Q1 2015 and held it in 9 quarters.
  • Creative Planning's Key Tronic position peaked at $11K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held Key Tronic as of Q3 2017.

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