Creative Planning
FSAM

Creative Planning’s Fifth Street Asset Management Inc. Class A FSAM Stock Holding History

Creative Planning’s Portfolio FSAM Stock Details FSAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$1K – 4383
2017
Q2 		$1K Hold
300
– – ﹤0.01% 4447
2017
Q1 		$1K Hold
300
– – ﹤0.01% 4443
2016
Q4 		$2K Sell
300
-1,500
-83% -$10K ﹤0.01% 4240
2016
Q3 		$10K Buy
+1,800
New +$10K ﹤0.01% 3493