Creative Planning
RELL icon

Creative Planning’s Richardson Electronics RELL Stock Holding History

Creative Planning’s Portfolio RELL Stock Details RELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,500
Closed -$9K – 3314
2017
Q2 		$9K Buy
+1,500
New +$8.94K ﹤0.01% 3698

Other funds holding RELL

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Creative Planning's RELL Position: Q3 2017 in Review

Creative Planning sold out of Richardson Electronics (RELL) in Q3 2017, closing a stake of 1,500 shares — an estimated $9K sold.

Creative Planning first reported a position in RELL in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 27 funds tracked by Wall St. Rank hold RELL as of Q3 2017.

  • Creative Planning reported no remaining Richardson Electronics position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,500 Richardson Electronics shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Richardson Electronics in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Richardson Electronics position peaked at $9K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Richardson Electronics as of Q3 2017.

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