Creative Planning
RELY

Creative Planning’s Real Industry, Inc. RELY Stock Holding History

Creative Planning’s Portfolio RELY Stock Details RELY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,706
Closed -$43K – 4583
2017
Q2 		$43K Buy
14,706
+10,000
+212% +$27.3K ﹤0.01% 2636
2017
Q1 		$13K Sell
4,706
-3,400
-42% -$16.8K ﹤0.01% 3454
2016
Q4 		$49K Buy
8,106
+5,000
+161% +$29K ﹤0.01% 2411
2016
Q3 		$19K Buy
3,106
+2,300
+285% +$16.7K ﹤0.01% 3111
2016
Q2 		$6K Buy
806
+700
+660% +$5.68K ﹤0.01% 3593
2016
Q1 		$1K Sell
106
-1,000
-90% -$6.86K ﹤0.01% 4264
2015
Q4 		$9K Buy
1,106
+106
+11% +$989 ﹤0.01% 3391
2015
Q3 		$9K Buy
+1,000
New +$10.6K ﹤0.01% 3314

Other funds holding RELY

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's RELY Position: Q3 2017 in Review

Creative Planning sold out of Real Industry, Inc. (RELY) in Q3 2017, closing a stake of 14,706 shares — an estimated $43K sold.

Creative Planning first reported a position in RELY in Q3 2015 and held it in 8 quarters. The position peaked at $49K in Q4 2016. 51 funds tracked by Wall St. Rank hold RELY as of Q3 2017.

  • Creative Planning reported no remaining Real Industry, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 14,706 Real Industry, Inc. shares in Q3 2017, an estimated $43K.
  • Creative Planning first reported a position in Real Industry, Inc. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Real Industry, Inc. position peaked at $49K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held Real Industry, Inc. as of Q3 2017.

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