Creative Planning
NWY

Creative Planning’s New York & Co Inc NWY Stock Holding History

Creative Planning’s Portfolio NWY Stock Details NWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,000
Closed -$7K – 4373
2017
Q2 		$7K Sell
5,000
-5,000
-50% -$7.65K ﹤0.01% 3868
2017
Q1 		$20K Buy
+10,000
New +$22K ﹤0.01% 3150

Other funds holding NWY

INL
IPC/NYCG LLC New York $43.3M AUM 61.41% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Creative Planning's NWY Position: Q3 2017 in Review

Creative Planning sold out of New York & Co Inc (NWY) in Q3 2017, closing a stake of 5,000 shares — an estimated $7K sold.

Creative Planning first reported a position in NWY in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 38 funds tracked by Wall St. Rank hold NWY as of Q3 2017.

  • Creative Planning reported no remaining New York & Co Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 5,000 New York & Co Inc shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in New York & Co Inc in Q1 2017 and held it in 2 quarters.
  • Creative Planning's New York & Co Inc position peaked at $20K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held New York & Co Inc as of Q3 2017.

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