Creative Planning’s GlobalSCAPE, Inc. GSB Stock Holding History

Creative Planning’s Portfolio GSB Stock Details GSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-205	Closed	-$1K	–	4189
2017 Q2	$1K	Hold	205	–	–	﹤0.01%	4547
2017 Q1	$1K	Hold	205	–	–	﹤0.01%	4546
2016 Q4	$1K	Hold	205	–	–	﹤0.01%	4539
2016 Q3	$1K	Hold	205	–	–	﹤0.01%	4487
2016 Q2	$1K	Hold	205	–	–	﹤0.01%	4260
2016 Q1	$1K	Hold	205	–	–	﹤0.01%	4213
2015 Q4	$1K	Hold	205	–	–	﹤0.01%	4294
2015 Q3	$1K	Buy	+205	New	+$683	﹤0.01%	4197
2015 Q2	–	Sell	-62	Closed	–	–	3445
2015 Q1	$0	Sell	62 -493	-89%	-$1.43K	﹤0.01%	4486
2014 Q4	$1K	Hold	555	–	–	﹤0.01%	4041
2014 Q3	$1K	Sell	555 -200	-26%	-$497	﹤0.01%	3901
2014 Q2	$2K	Hold	755	–	–	﹤0.01%	3563
2014 Q1	$2K	Buy	755 +500	+196%	+$1.32K	﹤0.01%	3410
2013 Q4	$1K	Buy	255 +200	+364%	+$393	﹤0.01%	3250
2013 Q3	$0	Hold	55	–	–	﹤0.01%	3406
2013 Q2	$0	Buy	+55	New	+$87	﹤0.01%	3141

Other funds holding GSB

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

ACM

Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return

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

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's GSB Position: Q3 2017 in Review

Creative Planning sold out of GlobalSCAPE, Inc. (GSB) in Q3 2017, closing a stake of 205 shares — an estimated $1K sold.

Creative Planning first reported a position in GSB in Q2 2013 and held it in 16 quarters. The position peaked at $2K in Q2 2014. 39 funds tracked by Wall St. Rank hold GSB as of Q3 2017.

Creative Planning reported no remaining GlobalSCAPE, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 205 GlobalSCAPE, Inc. shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in GlobalSCAPE, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's GlobalSCAPE, Inc. position peaked at $2K in Q2 2014.
39 funds tracked by Wall St. Rank held GlobalSCAPE, Inc. as of Q3 2017.

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