Creative Planning
PKOH icon

Creative Planning’s Park-Ohio Holdings PKOH Stock Holding History

Creative Planning’s Portfolio PKOH Stock Details PKOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-120
Closed -$5K – 3212
2017
Q2 		$5K Hold
120
– – ﹤0.01% 4000
2017
Q1 		$4K Hold
120
– – ﹤0.01% 4068
2016
Q4 		$5K Buy
120
+20
+20% +$768 ﹤0.01% 3964
2016
Q3 		$4K Buy
+100
New +$3.33K ﹤0.01% 3988

Other funds holding PKOH

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Creative Planning's PKOH Position: Q3 2017 in Review

Creative Planning sold out of Park-Ohio Holdings (PKOH) in Q3 2017, closing a stake of 120 shares — an estimated $5K sold.

Creative Planning first reported a position in PKOH in Q3 2016 and held it in 4 quarters. The position peaked at $5K in Q2 2017. 103 funds tracked by Wall St. Rank hold PKOH as of Q3 2017.

  • Creative Planning reported no remaining Park-Ohio Holdings position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 120 Park-Ohio Holdings shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Park-Ohio Holdings in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Park-Ohio Holdings position peaked at $5K in Q2 2017.
  • 103 funds tracked by Wall St. Rank held Park-Ohio Holdings as of Q3 2017.

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