Creative Planning
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Creative Planning’s Perma-Fix Environmental Services PESI Stock Holding History

Creative Planning’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-760
Closed -$2K – 4763
2017
Q1 		$2K Buy
+760
New +$2.52K ﹤0.01% 4306
2016
Q1 		– Sell
-108
Closed – – 4465
2015
Q4 		$0 Hold
108
– – ﹤0.01% 4529
2015
Q3 		$0 Buy
+108
New +$417 ﹤0.01% 4337

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Creative Planning's PESI Position: Q2 2017 in Review

Creative Planning sold out of Perma-Fix Environmental Services (PESI) in Q2 2017, closing a stake of 760 shares — an estimated $2K sold.

Creative Planning first reported a position in PESI in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2017. 22 funds tracked by Wall St. Rank hold PESI as of Q2 2017.

  • Creative Planning reported no remaining Perma-Fix Environmental Services position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 760 Perma-Fix Environmental Services shares in Q2 2017, an estimated $2K.
  • Creative Planning first reported a position in Perma-Fix Environmental Services in Q3 2015 and held it in 3 quarters.
  • Creative Planning's Perma-Fix Environmental Services position peaked at $2K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.