Creative Planning
TWIN icon

Creative Planning’s Twin Disc TWIN Stock Holding History

Creative Planning’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$3K – 3589
2017
Q2 		$3K Hold
200
– – ﹤0.01% 4207
2017
Q1 		$4K Hold
200
– – ﹤0.01% 4081
2016
Q4 		$3K Hold
200
– – ﹤0.01% 4174
2016
Q3 		$2K Buy
+200
New +$2.23K ﹤0.01% 4256
2013
Q4 		– Sell
-1,000
Closed -$26K – 3478
2013
Q3 		$26K Hold
1,000
– – ﹤0.01% 1941
2013
Q2 		$24K Buy
+1,000
New +$23.4K ﹤0.01% 1826

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's TWIN Position: Q3 2017 in Review

Creative Planning sold out of Twin Disc (TWIN) in Q3 2017, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in TWIN in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q3 2013. 60 funds tracked by Wall St. Rank hold TWIN as of Q3 2017.

  • Creative Planning reported no remaining Twin Disc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Twin Disc shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Twin Disc in Q2 2013 and held it in 6 quarters.
  • Creative Planning's Twin Disc position peaked at $26K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Twin Disc as of Q3 2017.

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