Creative Planning
PERY

Creative Planning’s Perry Ellis International Inc PERY Stock Holding History

Creative Planning’s Portfolio PERY Stock Details PERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,225
Closed -$63K – 4386
2017
Q2 		$63K Hold
3,225
– – ﹤0.01% 2338
2017
Q1 		$69K Buy
+3,225
New +$74.4K ﹤0.01% 2238
2014
Q4 		– Sell
-500
Closed -$10K – 4444
2014
Q3 		$10K Buy
+500
New +$9.69K ﹤0.01% 2965
2014
Q1 		– Sell
-3
Closed – – 3835
2013
Q4 		$0 Buy
+3
New +$51 ﹤0.01% 3553

Other funds holding PERY

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's PERY Position: Q3 2017 in Review

Creative Planning sold out of Perry Ellis International Inc (PERY) in Q3 2017, closing a stake of 3,225 shares — an estimated $63K sold.

Creative Planning first reported a position in PERY in Q4 2013 and held it in 4 quarters. The position peaked at $69K in Q1 2017. 124 funds tracked by Wall St. Rank hold PERY as of Q3 2017.

  • Creative Planning reported no remaining Perry Ellis International Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,225 Perry Ellis International Inc shares in Q3 2017, an estimated $63K.
  • Creative Planning first reported a position in Perry Ellis International Inc in Q4 2013 and held it in 4 quarters.
  • Creative Planning's Perry Ellis International Inc position peaked at $69K in Q1 2017.
  • 124 funds tracked by Wall St. Rank held Perry Ellis International Inc as of Q3 2017.

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