Creative Planning’s Tredegar Corp TG Stock Holding History

Creative Planning’s Portfolio TG Stock Details TG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,214	Closed	-$19K	–	3534
2017 Q2	$19K	Hold	1,214	–	–	﹤0.01%	3226
2017 Q1	$21K	Hold	1,214	–	–	﹤0.01%	3107
2016 Q4	$29K	Hold	1,214	–	–	﹤0.01%	2827
2016 Q3	$23K	Hold	1,214	–	–	﹤0.01%	2970
2016 Q2	$20K	Hold	1,214	–	–	﹤0.01%	2811
2016 Q1	$19K	Hold	1,214	–	–	﹤0.01%	2800
2015 Q4	$17K	Buy	1,214 +900	+287%	+$13.3K	﹤0.01%	2956
2015 Q3	$4K	Buy	+314	New	+$5.24K	﹤0.01%	3735
2015 Q2	–	Sell	-314	Closed	-$6K	–	2824
2015 Q1	$6K	Hold	314	–	–	﹤0.01%	3473
2014 Q4	$7K	Buy	+314	New	+$5.91K	﹤0.01%	3335

Other funds holding TG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's TG Position: Q3 2017 in Review

Creative Planning sold out of Tredegar Corp (TG) in Q3 2017, closing a stake of 1,214 shares — an estimated $19K sold.

Creative Planning first reported a position in TG in Q4 2014 and held it in 10 quarters. The position peaked at $29K in Q4 2016. 121 funds tracked by Wall St. Rank hold TG as of Q3 2017.

Creative Planning reported no remaining Tredegar Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,214 Tredegar Corp shares in Q3 2017, an estimated $19K.
Creative Planning first reported a position in Tredegar Corp in Q4 2014 and held it in 10 quarters.
Creative Planning's Tredegar Corp position peaked at $29K in Q4 2016.
121 funds tracked by Wall St. Rank held Tredegar Corp as of Q3 2017.

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