Creative Planning’s P&F Industries PFIN Stock Holding History

Creative Planning’s Portfolio PFIN Stock Details PFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-130	Closed	-$1K	–	4182
2014 Q1	$1K	Buy	+130	New	+$960	﹤0.01%	3594

Other funds holding PFIN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PFIN Position: Q2 2014 in Review

Creative Planning sold out of P&F Industries (PFIN) in Q2 2014, closing a stake of 130 shares — an estimated $1K sold.

Creative Planning first reported a position in PFIN in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 12 funds tracked by Wall St. Rank hold PFIN as of Q2 2014.

Creative Planning reported no remaining P&F Industries position as of Q2 2014 after selling out during the quarter.
Creative Planning sold 130 P&F Industries shares in Q2 2014, an estimated $1K.
Creative Planning first reported a position in P&F Industries in Q1 2014 and held it in 1 quarter.
Creative Planning's P&F Industries position peaked at $1K in Q1 2014.
12 funds tracked by Wall St. Rank held P&F Industries as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.