Creative Planning
SHLO

Creative Planning’s Shiloh Industries Inc SHLO Stock Holding History

Creative Planning’s Portfolio SHLO Stock Details SHLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,789
Closed -$33K – 4184
2017
Q2 		$33K Sell
2,789
-100
-3% -$1.25K ﹤0.01% 2837
2017
Q1 		$39K Buy
2,889
+100
+4% +$1.25K ﹤0.01% 2663
2016
Q4 		$19K Hold
2,789
– – ﹤0.01% 3126
2016
Q3 		$20K Buy
2,789
+200
+8% +$1.66K ﹤0.01% 3072
2016
Q2 		$19K Buy
2,589
+89
+4% +$562 ﹤0.01% 2856
2016
Q1 		$13K Buy
2,500
+100
+4% +$444 ﹤0.01% 3073
2015
Q4 		$13K Buy
2,400
+400
+20% +$2.76K ﹤0.01% 3152
2015
Q3 		$16K Buy
+2,000
New +$22.1K ﹤0.01% 2918
2015
Q2 		– Sell
-1,900
Closed -$27K – 3440
2015
Q1 		$27K Buy
1,900
+700
+58% +$9.34K ﹤0.01% 2492
2014
Q4 		$19K Hold
1,200
– – ﹤0.01% 2711
2014
Q3 		$20K Buy
1,200
+505
+73% +$8.82K ﹤0.01% 2553
2014
Q2 		$13K Buy
695
+395
+132% +$7.42K ﹤0.01% 2754
2014
Q1 		$5K Buy
+300
New +$5.16K ﹤0.01% 3117

Other funds holding SHLO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Creative Planning's SHLO Position: Q3 2017 in Review

Creative Planning sold out of Shiloh Industries Inc (SHLO) in Q3 2017, closing a stake of 2,789 shares — an estimated $33K sold.

Creative Planning first reported a position in SHLO in Q1 2014 and held it in 13 quarters. The position peaked at $39K in Q1 2017. 90 funds tracked by Wall St. Rank hold SHLO as of Q3 2017.

  • Creative Planning reported no remaining Shiloh Industries Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,789 Shiloh Industries Inc shares in Q3 2017, an estimated $33K.
  • Creative Planning first reported a position in Shiloh Industries Inc in Q1 2014 and held it in 13 quarters.
  • Creative Planning's Shiloh Industries Inc position peaked at $39K in Q1 2017.
  • 90 funds tracked by Wall St. Rank held Shiloh Industries Inc as of Q3 2017.

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