Creative Planning
TIS

Creative Planning’s Orchids Paper Products, Inc. TIS Stock Holding History

Creative Planning’s Portfolio TIS Stock Details TIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,500
Closed -$19K – 4316
2017
Q2 		$19K Buy
1,500
+125
+9% +$2.14K ﹤0.01% 3233
2017
Q1 		$33K Buy
1,375
+1,000
+267% +$26.9K ﹤0.01% 2778
2016
Q4 		$10K Buy
+375
New +$9.7K ﹤0.01% 3576
2016
Q3 		– Sell
-133
Closed -$5K – 4826
2016
Q2 		$5K Sell
133
-267
-67% -$8.38K ﹤0.01% 3689
2016
Q1 		$11K Sell
400
-800
-67% -$22.4K ﹤0.01% 3199
2015
Q4 		$37K Buy
1,200
+275
+30% +$8.09K ﹤0.01% 2370
2015
Q3 		$24K Buy
+925
New +$23.3K ﹤0.01% 2605
2015
Q2 		– Sell
-482
Closed -$13K – 3556
2015
Q1 		$13K Buy
482
+107
+29% +$2.94K ﹤0.01% 3048
2014
Q4 		$11K Sell
375
-350
-48% -$9.62K ﹤0.01% 3085
2014
Q3 		$18K Hold
725
– – ﹤0.01% 2616
2014
Q2 		$23K Hold
725
– – ﹤0.01% 2414
2014
Q1 		$22K Sell
725
-97
-12% -$3.12K ﹤0.01% 2314
2013
Q4 		$27K Buy
+822
New +$25K ﹤0.01% 2021

Other funds holding TIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Creative Planning's TIS Position: Q3 2017 in Review

Creative Planning sold out of Orchids Paper Products, Inc. (TIS) in Q3 2017, closing a stake of 1,500 shares — an estimated $19K sold.

Creative Planning first reported a position in TIS in Q4 2013 and held it in 13 quarters. The position peaked at $37K in Q4 2015. 63 funds tracked by Wall St. Rank hold TIS as of Q3 2017.

  • Creative Planning reported no remaining Orchids Paper Products, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,500 Orchids Paper Products, Inc. shares in Q3 2017, an estimated $19K.
  • Creative Planning first reported a position in Orchids Paper Products, Inc. in Q4 2013 and held it in 13 quarters.
  • Creative Planning's Orchids Paper Products, Inc. position peaked at $37K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Orchids Paper Products, Inc. as of Q3 2017.

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