Creative Planning
PCTI

Creative Planning’s PCTEL, Inc. Common Stock PCTI Stock Holding History

Creative Planning’s Portfolio PCTI Stock Details PCTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-45,230
Closed -$301K – 2163
2020
Q1 		$301K Sell
45,230
-36,970
-45% -$281K ﹤0.01% 1181
2019
Q4 		$696K Buy
+82,200
New +$683K ﹤0.01% 950
2017
Q3 		– Sell
-300
Closed -$2K – 3906
2017
Q2 		$2K Hold
300
– – ﹤0.01% 4348
2017
Q1 		$2K Buy
+300
New +$1.71K ﹤0.01% 4341

Other funds holding PCTI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's PCTI Position: Q2 2020 in Review

Creative Planning sold out of PCTEL, Inc. Common Stock (PCTI) in Q2 2020, closing a stake of 45,230 shares — an estimated $301K sold.

Creative Planning first reported a position in PCTI in Q1 2017 and held it in 4 quarters. The position peaked at $696K in Q4 2019. 79 funds tracked by Wall St. Rank hold PCTI as of Q2 2020.

  • Creative Planning reported no remaining PCTEL, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Creative Planning sold 45,230 PCTEL, Inc. Common Stock shares in Q2 2020, an estimated $301K.
  • Creative Planning first reported a position in PCTEL, Inc. Common Stock in Q1 2017 and held it in 4 quarters.
  • Creative Planning's PCTEL, Inc. Common Stock position peaked at $696K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held PCTEL, Inc. Common Stock as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.