Creative Planning’s Electronics for Imaging EFII Stock Holding History

Creative Planning’s Portfolio EFII Stock Details EFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-204	Closed	-$10K	–	4671
2017 Q2	$10K	Hold	204	–	–	﹤0.01%	3665
2017 Q1	$10K	Hold	204	–	–	﹤0.01%	3631
2016 Q4	$9K	Buy	204 +4	+2%	+$176	﹤0.01%	3659
2016 Q3	$10K	Buy	+200	New	+$9.14K	﹤0.01%	3558
2015 Q1	–	Sell	-300	Closed	-$13K	–	4684
2014 Q4	$13K	Buy	300 +56	+23%	+$2.45K	﹤0.01%	2992
2014 Q3	$11K	Buy	244 +44	+22%	+$1.96K	﹤0.01%	2922
2014 Q2	$9K	Hold	200	–	–	﹤0.01%	2972
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	2835
2013 Q4	$8K	Hold	200	–	–	﹤0.01%	2694
2013 Q3	$6K	Sell	200 -300	-60%	-$9.06K	﹤0.01%	2704
2013 Q2	$14K	Buy	+500	New	+$13.4K	﹤0.01%	2136

Other funds holding EFII

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's EFII Position: Q3 2017 in Review

Creative Planning sold out of Electronics for Imaging (EFII) in Q3 2017, closing a stake of 204 shares — an estimated $10K sold.

Creative Planning first reported a position in EFII in Q2 2013 and held it in 11 quarters. The position peaked at $14K in Q2 2013. 184 funds tracked by Wall St. Rank hold EFII as of Q3 2017.

Creative Planning reported no remaining Electronics for Imaging position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 204 Electronics for Imaging shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in Electronics for Imaging in Q2 2013 and held it in 11 quarters.
Creative Planning's Electronics for Imaging position peaked at $14K in Q2 2013.
184 funds tracked by Wall St. Rank held Electronics for Imaging as of Q3 2017.

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