Creative Planning’s DST Systems Inc. DST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,891
| Closed | -$325K | – | 2243 |
|
|
2018
Q1 | $325K | Sell |
3,891
-19,237
| -83% | -$1.57M | ﹤0.01% | 1306 |
|
|
2017
Q4 | $1.44M | Sell |
23,128
-222
| -1% | -$13.2K | 0.01% | 561 |
|
|
2017
Q3 | $1.28M | Buy |
23,350
+48
| +0.2% | +$2.63K | 0.01% | 608 |
|
|
2017
Q2 | $1.44M | Sell |
23,302
-2,968
| -11% | -$181K | 0.01% | 548 |
|
|
2017
Q1 | $1.61M | Buy |
26,270
+2,320
| +10% | +$135K | 0.01% | 496 |
|
|
2016
Q4 | $1.28M | Buy |
23,950
+1,574
| +7% | +$83.1K | 0.01% | 531 |
|
|
2016
Q3 | $1.32M | Sell |
22,376
-398
| -2% | -$24.1K | 0.01% | 496 |
|
|
2016
Q2 | $1.33M | Sell |
22,774
-304
| -1% | -$17.8K | 0.01% | 441 |
|
|
2016
Q1 | $1.3M | Sell |
23,078
-9,952
| -30% | -$530K | 0.01% | 424 |
|
|
2015
Q4 | $1.88M | Buy |
33,030
+660
| +2% | +$38.8K | 0.02% | 323 |
|
|
2015
Q3 | $1.7M | Buy |
32,370
+490
| +2% | +$27.2K | 0.02% | 330 |
|
|
2015
Q2 | $2.01M | Buy |
31,880
+210
| +0.7% | +$12.5K | 0.02% | 293 |
|
|
2015
Q1 | $1.75M | Sell |
31,670
-374
| -1% | -$19.2K | 0.02% | 312 |
|
|
2014
Q4 | $1.51M | Sell |
32,044
-166
| -0.5% | -$7.77K | 0.02% | 337 |
|
|
2014
Q3 | $1.35M | Sell |
32,210
-850
| -3% | -$38.6K | 0.02% | 322 |
|
|
2014
Q2 | $1.52M | Buy |
33,060
+850
| +3% | +$39.1K | 0.02% | 284 |
|
|
2014
Q1 | $1.53M | Buy |
32,210
+26,128
| +430% | +$1.22M | 0.02% | 254 |
|
|
2013
Q4 | $276K | Sell |
6,082
-900
| -13% | -$38.2K | ﹤0.01% | 718 |
|
|
2013
Q3 | $263K | Hold |
6,982
| – | – | 0.01% | 662 |
|
|
2013
Q2 | $228K | Buy |
+6,982
| New | +$239K | 0.01% | 641 |
|
Other funds holding DST
Creative Planning's DST Position: Q2 2018 in Review
Creative Planning sold out of DST Systems Inc. (DST) in Q2 2018, closing a stake of 3,891 shares — an estimated $325K sold.
Creative Planning first reported a position in DST in Q2 2013 and held it in 20 quarters. The position peaked at $2.01M in Q2 2015. 1 fund tracked by Wall St. Rank holds DST as of Q2 2018.
- Creative Planning reported no remaining DST Systems Inc. position as of Q2 2018 after selling out during the quarter.
- Creative Planning sold 3,891 DST Systems Inc. shares in Q2 2018, an estimated $325K.
- Creative Planning first reported a position in DST Systems Inc. in Q2 2013 and held it in 20 quarters.
- Creative Planning's DST Systems Inc. position peaked at $2.01M in Q2 2015.
- 1 fund tracked by Wall St. Rank held DST Systems Inc. as of Q2 2018.
Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.