Creative Planning’s GP Strategies Corp. GPX Stock Holding History

Creative Planning’s Portfolio GPX Stock Details GPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-668	Closed	-$19K	–	5004
2016 Q4	$19K	Hold	668	–	–	﹤0.01%	3125
2016 Q3	$16K	Hold	668	–	–	﹤0.01%	3219
2016 Q2	$14K	Sell	668 -376	-36%	-$8.96K	﹤0.01%	3043
2016 Q1	$29K	Hold	1,044	–	–	﹤0.01%	2496
2015 Q4	$26K	Hold	1,044	–	–	﹤0.01%	2657
2015 Q3	$24K	Buy	+1,044	New	+$28.4K	﹤0.01%	2603
2015 Q2	–	Sell	-1,044	Closed	-$39K	–	3363
2015 Q1	$39K	Sell	1,044 -220	-17%	-$7.58K	﹤0.01%	2204
2014 Q4	$43K	Buy	1,264 +596	+89%	+$18.4K	﹤0.01%	2113
2014 Q3	$19K	Hold	668	–	–	﹤0.01%	2587
2014 Q2	$17K	Hold	668	–	–	﹤0.01%	2594
2014 Q1	$18K	Hold	668	–	–	﹤0.01%	2456
2013 Q4	$20K	Hold	668	–	–	﹤0.01%	2198
2013 Q3	$18K	Buy	+668	New	+$17.3K	﹤0.01%	2169

Other funds holding GPX

SCPM

Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Creative Planning's GPX Position: Q1 2017 in Review

Creative Planning sold out of GP Strategies Corp. (GPX) in Q1 2017, closing a stake of 668 shares — an estimated $19K sold.

Creative Planning first reported a position in GPX in Q3 2013 and held it in 13 quarters. The position peaked at $43K in Q4 2014. 80 funds tracked by Wall St. Rank hold GPX as of Q1 2017.

Creative Planning reported no remaining GP Strategies Corp. position as of Q1 2017 after selling out during the quarter.
Creative Planning sold 668 GP Strategies Corp. shares in Q1 2017, an estimated $19K.
Creative Planning first reported a position in GP Strategies Corp. in Q3 2013 and held it in 13 quarters.
Creative Planning's GP Strategies Corp. position peaked at $43K in Q4 2014.
80 funds tracked by Wall St. Rank held GP Strategies Corp. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.