Creative Planning’s Team TISI Stock Holding History

Creative Planning’s Portfolio TISI Stock Details TISI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-187	Closed	-$44K	–	3546
2017 Q2	$44K	Hold	187	–	–	﹤0.01%	2614
2017 Q1	$51K	Hold	187	–	–	﹤0.01%	2467
2016 Q4	$73K	Sell	187 -7	-4%	-$2.41K	﹤0.01%	2082
2016 Q3	$63K	Buy	194 +5	+3%	+$1.48K	﹤0.01%	2175
2016 Q2	$47K	Hold	189	–	–	﹤0.01%	2176
2016 Q1	$57K	Buy	+189	New	+$48.5K	﹤0.01%	2008
2014 Q4	–	Sell	-4	Closed	-$2K	–	4344
2014 Q3	$2K	Buy	+4	New	+$1.61K	﹤0.01%	3698

Other funds holding TISI

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Creative Planning's TISI Position: Q3 2017 in Review

Creative Planning sold out of Team (TISI) in Q3 2017, closing a stake of 187 shares — an estimated $44K sold.

Creative Planning first reported a position in TISI in Q3 2014 and held it in 7 quarters. The position peaked at $73K in Q4 2016. 157 funds tracked by Wall St. Rank hold TISI as of Q3 2017.

Creative Planning reported no remaining Team position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 187 Team shares in Q3 2017, an estimated $44K.
Creative Planning first reported a position in Team in Q3 2014 and held it in 7 quarters.
Creative Planning's Team position peaked at $73K in Q4 2016.
157 funds tracked by Wall St. Rank held Team as of Q3 2017.

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