Creative Planning
TRIB

Creative Planning’s Trinity Biotech TRIB Stock Holding History

Creative Planning’s Portfolio TRIB Stock Details TRIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,250
Closed -$38K – 3567
2017
Q2 		$38K Hold
1,250
– – ﹤0.01% 2740
2017
Q1 		$37K Buy
1,250
+1,000
+400% +$31.3K ﹤0.01% 2688
2016
Q4 		$9K Sell
250
-620
-71% -$21.4K ﹤0.01% 3630
2016
Q3 		$58K Hold
870
– – ﹤0.01% 2246
2016
Q2 		$49K Hold
870
– – ﹤0.01% 2149
2016
Q1 		$51K Sell
870
-40
-4% -$2.12K ﹤0.01% 2095
2015
Q4 		$54K Buy
910
+40
+5% +$2.36K ﹤0.01% 2063
2015
Q3 		$50K Buy
+870
New +$70K ﹤0.01% 2040
2015
Q2 		– Sell
-870
Closed -$84K – 2865
2015
Q1 		$84K Sell
870
-15
-2% -$1.39K ﹤0.01% 1672
2014
Q4 		$77K Buy
885
+242
+38% +$20.9K ﹤0.01% 1705
2014
Q3 		$59K Buy
643
+613
+2,043% +$66.4K ﹤0.01% 1814
2014
Q2 		$3K Buy
30
+7
+30% +$830 ﹤0.01% 3423
2014
Q1 		$3K Buy
+23
New +$3.02K ﹤0.01% 3276

Other funds holding TRIB

PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return

Creative Planning's TRIB Position: Q3 2017 in Review

Creative Planning sold out of Trinity Biotech (TRIB) in Q3 2017, closing a stake of 1,250 shares — an estimated $38K sold.

Creative Planning first reported a position in TRIB in Q1 2014 and held it in 13 quarters. The position peaked at $84K in Q1 2015. 52 funds tracked by Wall St. Rank hold TRIB as of Q3 2017.

  • Creative Planning reported no remaining Trinity Biotech position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,250 Trinity Biotech shares in Q3 2017, an estimated $38K.
  • Creative Planning first reported a position in Trinity Biotech in Q1 2014 and held it in 13 quarters.
  • Creative Planning's Trinity Biotech position peaked at $84K in Q1 2015.
  • 52 funds tracked by Wall St. Rank held Trinity Biotech as of Q3 2017.

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