Creative Planning
USAK

Creative Planning’s USA Truck Inc USAK Stock Holding History

Creative Planning’s Portfolio USAK Stock Details USAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-500
Closed -$7K – 4016
2014
Q1 		$7K Hold
500
– – ﹤0.01% 2957
2013
Q4 		$7K Buy
+500
New +$6.43K ﹤0.01% 2730

Other funds holding USAK

BSCM
Baker Street Capital Management Los Angeles, California $35.2M AUM 75.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Creative Planning's USAK Position: Q2 2014 in Review

Creative Planning sold out of USA Truck Inc (USAK) in Q2 2014, closing a stake of 500 shares — an estimated $7K sold.

Creative Planning first reported a position in USAK in Q4 2013 and held it in 2 quarters. The position peaked at $7K in Q1 2014. 57 funds tracked by Wall St. Rank hold USAK as of Q2 2014.

  • Creative Planning reported no remaining USA Truck Inc position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 500 USA Truck Inc shares in Q2 2014, an estimated $7K.
  • Creative Planning first reported a position in USA Truck Inc in Q4 2013 and held it in 2 quarters.
  • Creative Planning's USA Truck Inc position peaked at $7K in Q1 2014.
  • 57 funds tracked by Wall St. Rank held USA Truck Inc as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.