Creative Planning’s TravelCenters of America LLC TA Stock Holding History

Creative Planning’s Portfolio TA Stock Details TA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-487	Closed	-$10K	–	3955
2017 Q2	$10K	Hold	487	–	–	﹤0.01%	3648
2017 Q1	$15K	Hold	487	–	–	﹤0.01%	3352
2016 Q4	$17K	Buy	487 +200	+70%	+$6.77K	﹤0.01%	3192
2016 Q3	$10K	Buy	287 +40	+16%	+$1.5K	﹤0.01%	3541
2016 Q2	$10K	Hold	247	–	–	﹤0.01%	3266
2016 Q1	$8K	Sell	247 -16	-6%	-$619	﹤0.01%	3361
2015 Q4	$12K	Hold	263	–	–	﹤0.01%	3207
2015 Q3	$14K	Buy	+263	New	+$17.8K	﹤0.01%	3009
2015 Q2	–	Sell	-419	Closed	-$37K	–	3248
2015 Q1	$37K	Buy	419 +166	+66%	+$11.7K	﹤0.01%	2240
2014 Q4	$16K	Buy	253 +206	+438%	+$10.1K	﹤0.01%	2827
2014 Q3	$2K	Hold	47	–	–	﹤0.01%	3714
2014 Q2	$2K	Buy	47 +4	+9%	+$160	﹤0.01%	3551
2014 Q1	$2K	Hold	43	–	–	﹤0.01%	3400
2013 Q4	$2K	Buy	43 +40	+1,333%	+$1.83K	﹤0.01%	3127
2013 Q3	$0	Hold	3	–	–	﹤0.01%	3393
2013 Q2	$0	Buy	+3	New	+$162	﹤0.01%	3135

Other funds holding TA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

SCM

Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's TA Position: Q3 2017 in Review

Creative Planning sold out of TravelCenters of America LLC (TA) in Q3 2017, closing a stake of 487 shares — an estimated $10K sold.

Creative Planning first reported a position in TA in Q2 2013 and held it in 16 quarters. The position peaked at $37K in Q1 2015. 76 funds tracked by Wall St. Rank hold TA as of Q3 2017.

Creative Planning reported no remaining TravelCenters of America LLC position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 487 TravelCenters of America LLC shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in TravelCenters of America LLC in Q2 2013 and held it in 16 quarters.
Creative Planning's TravelCenters of America LLC position peaked at $37K in Q1 2015.
76 funds tracked by Wall St. Rank held TravelCenters of America LLC as of Q3 2017.

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