Creative Planning
SCX

Creative Planning’s The L.S. Starrett Company SCX Stock Holding History

Creative Planning’s Portfolio SCX Stock Details SCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,604
Closed -$14K – 3861
2017
Q2 		$14K Sell
1,604
-1,896
-54% -$17.7K ﹤0.01% 3425
2017
Q1 		$37K Buy
3,500
+2,000
+133% +$21.8K ﹤0.01% 2691
2016
Q4 		$14K Hold
1,500
– – ﹤0.01% 3334
2016
Q3 		$15K Hold
1,500
– – ﹤0.01% 3255
2016
Q2 		$18K Buy
1,500
+1,000
+200% +$11.2K ﹤0.01% 2886
2016
Q1 		$5K Hold
500
– – ﹤0.01% 3622
2015
Q4 		$5K Buy
+500
New +$5.6K ﹤0.01% 3712
2015
Q2 		– Sell
-600
Closed -$11K – 3163
2015
Q1 		$11K Hold
600
– – ﹤0.01% 3154
2014
Q4 		$12K Buy
+600
New +$9.06K ﹤0.01% 3029

Other funds holding SCX

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
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Creative Planning's SCX Position: Q3 2017 in Review

Creative Planning sold out of The L.S. Starrett Company (SCX) in Q3 2017, closing a stake of 1,604 shares — an estimated $14K sold.

Creative Planning first reported a position in SCX in Q4 2014 and held it in 9 quarters. The position peaked at $37K in Q1 2017. 31 funds tracked by Wall St. Rank hold SCX as of Q3 2017.

  • Creative Planning reported no remaining The L.S. Starrett Company position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,604 The L.S. Starrett Company shares in Q3 2017, an estimated $14K.
  • Creative Planning first reported a position in The L.S. Starrett Company in Q4 2014 and held it in 9 quarters.
  • Creative Planning's The L.S. Starrett Company position peaked at $37K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held The L.S. Starrett Company as of Q3 2017.

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