Creative Planning
TURN

Creative Planning’s 180 Degree Capital TURN Stock Holding History

Creative Planning’s Portfolio TURN Stock Details TURN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-213
Closed -$1K – 3585
2017
Q2 		$1K Sell
213
-67
-24% -$307 ﹤0.01% 4504
2017
Q1 		$1K Buy
280
+80
+40% +$326 ﹤0.01% 4507
2016
Q4 		$1K Buy
200
+167
+506% +$658 ﹤0.01% 4494
2016
Q3 		$0 Hold
33
– – ﹤0.01% 4736
2016
Q2 		$0 Hold
33
– – ﹤0.01% 4527
2016
Q1 		$0 Sell
33
-150
-82% -$834 ﹤0.01% 4529
2015
Q4 		$1K Buy
183
+83
+83% +$535 ﹤0.01% 4255
2015
Q3 		$1K Buy
+100
New +$756 ﹤0.01% 4153
2015
Q2 		– Sell
-100
Closed -$1K – 2885
2015
Q1 		$1K Sell
100
-417
-81% -$3.93K ﹤0.01% 4075
2014
Q4 		$5K Buy
517
+484
+1,467% +$4.19K ﹤0.01% 3513
2014
Q3 		$0 Buy
+33
New +$315 ﹤0.01% 4157

Other funds holding TURN

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's TURN Position: Q3 2017 in Review

Creative Planning sold out of 180 Degree Capital (TURN) in Q3 2017, closing a stake of 213 shares — an estimated $1K sold.

Creative Planning first reported a position in TURN in Q3 2014 and held it in 11 quarters. The position peaked at $5K in Q4 2014. 31 funds tracked by Wall St. Rank hold TURN as of Q3 2017.

  • Creative Planning reported no remaining 180 Degree Capital position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 213 180 Degree Capital shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in 180 Degree Capital in Q3 2014 and held it in 11 quarters.
  • Creative Planning's 180 Degree Capital position peaked at $5K in Q4 2014.
  • 31 funds tracked by Wall St. Rank held 180 Degree Capital as of Q3 2017.

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