Creative Planning
TESS

Creative Planning’s Tessco Technologies Inc TESS Stock Holding History

Creative Planning’s Portfolio TESS Stock Details TESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-750
Closed -$10K – 3940
2017
Q2 		$10K Buy
+750
New +$10.5K ﹤0.01% 3646
2013
Q4 		– Sell
-628
Closed -$21K – 3512
2013
Q3 		$21K Hold
628
– – ﹤0.01% 2077
2013
Q2 		$17K Buy
+628
New +$13.9K ﹤0.01% 2029

Other funds holding TESS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return

Creative Planning's TESS Position: Q3 2017 in Review

Creative Planning sold out of Tessco Technologies Inc (TESS) in Q3 2017, closing a stake of 750 shares — an estimated $10K sold.

Creative Planning first reported a position in TESS in Q2 2013 and held it in 3 quarters. The position peaked at $21K in Q3 2013. 42 funds tracked by Wall St. Rank hold TESS as of Q3 2017.

  • Creative Planning reported no remaining Tessco Technologies Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 750 Tessco Technologies Inc shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Tessco Technologies Inc in Q2 2013 and held it in 3 quarters.
  • Creative Planning's Tessco Technologies Inc position peaked at $21K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Tessco Technologies Inc as of Q3 2017.

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