Creative Planning’s Sevcon, Inc. SEV Stock Holding History

Creative Planning’s Portfolio SEV Stock Details SEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,350	Closed	-$12K	–	5083
2016 Q4	$12K	Buy	+1,350	New	+$11.9K	﹤0.01%	3460

Other funds holding SEV

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ICM

ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Creative Planning's SEV Position: Q1 2017 in Review

Creative Planning sold out of Sevcon, Inc. (SEV) in Q1 2017, closing a stake of 1,350 shares — an estimated $12K sold.

Creative Planning first reported a position in SEV in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 18 funds tracked by Wall St. Rank hold SEV as of Q1 2017.

Creative Planning reported no remaining Sevcon, Inc. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 1,350 Sevcon, Inc. shares in Q1 2017, an estimated $12K.
Creative Planning first reported a position in Sevcon, Inc. in Q4 2016 and held it in 1 quarter.
Creative Planning's Sevcon, Inc. position peaked at $12K in Q4 2016.
18 funds tracked by Wall St. Rank held Sevcon, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.