Creative Planning
STLY

Creative Planning’s Stanley Furniture Co Inc STLY Stock Holding History

Creative Planning’s Portfolio STLY Stock Details STLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$1K – 5014
2017
Q1 		$1K Hold
1,000
– – ﹤0.01% 4583
2016
Q4 		$1K Hold
1,000
– – ﹤0.01% 4565
2016
Q3 		$2K Buy
+1,000
New +$2.42K ﹤0.01% 4317

Other funds holding STLY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Creative Planning's STLY Position: Q2 2017 in Review

Creative Planning sold out of Stanley Furniture Co Inc (STLY) in Q2 2017, closing a stake of 1,000 shares — an estimated $1K sold.

Creative Planning first reported a position in STLY in Q3 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 25 funds tracked by Wall St. Rank hold STLY as of Q2 2017.

  • Creative Planning reported no remaining Stanley Furniture Co Inc position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Stanley Furniture Co Inc shares in Q2 2017, an estimated $1K.
  • Creative Planning first reported a position in Stanley Furniture Co Inc in Q3 2016 and held it in 3 quarters.
  • Creative Planning's Stanley Furniture Co Inc position peaked at $2K in Q3 2016.
  • 25 funds tracked by Wall St. Rank held Stanley Furniture Co Inc as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.