Creative Planning’s TSR Inc. New TSRI Stock Holding History

Creative Planning’s Portfolio TSRI Stock Details TSRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$5K	–	4755
2017 Q2	$5K	Buy	+1,000	New	+$5.91K	﹤0.01%	4055
2015 Q4	–	Sell	-100	Closed	–	–	4893
2015 Q3	$0	Buy	+100	New	+$418	﹤0.01%	4472
2015 Q2	–	Sell	-100	Closed	–	–	4298
2015 Q1	$0	Hold	100	–	–	﹤0.01%	4715
2014 Q4	$0	Hold	100	–	–	﹤0.01%	4641
2014 Q3	$0	Hold	100	–	–	﹤0.01%	4401
2014 Q2	$0	Hold	100	–	–	﹤0.01%	4211
2014 Q1	$0	Buy	+100	New	+$327	﹤0.01%	3971

Other funds holding TSRI

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's TSRI Position: Q3 2017 in Review

Creative Planning sold out of TSR Inc. New (TSRI) in Q3 2017, closing a stake of 1,000 shares — an estimated $5K sold.

Creative Planning first reported a position in TSRI in Q1 2014 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 7 funds tracked by Wall St. Rank hold TSRI as of Q3 2017.

Creative Planning reported no remaining TSR Inc. New position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 TSR Inc. New shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in TSR Inc. New in Q1 2014 and held it in 7 quarters.
Creative Planning's TSR Inc. New position peaked at $5K in Q2 2017.
7 funds tracked by Wall St. Rank held TSR Inc. New as of Q3 2017.

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