Creative Planning
SAFM

Creative Planning’s Sanderson Farms Inc SAFM Stock Holding History

Creative Planning’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-192
Closed -$22K – 4026
2017
Q2 		$22K Sell
192
-70
-27% -$8.14K ﹤0.01% 3136
2017
Q1 		$27K Sell
262
-100
-28% -$9.44K ﹤0.01% 2931
2016
Q4 		$34K Sell
362
-202
-36% -$17.9K ﹤0.01% 2708
2016
Q3 		$54K Buy
564
+160
+40% +$14.7K ﹤0.01% 2303
2016
Q2 		$35K Sell
404
-363
-47% -$32K ﹤0.01% 2400
2016
Q1 		$69K Hold
767
– – ﹤0.01% 1882
2015
Q4 		$59K Buy
767
+217
+39% +$15.6K ﹤0.01% 1987
2015
Q3 		$38K Buy
+550
New +$38.5K ﹤0.01% 2256
2015
Q2 		– Sell
-250
Closed -$20K – 3315
2015
Q1 		$20K Buy
250
+25
+11% +$2.03K ﹤0.01% 2727
2014
Q4 		$19K Buy
+225
New +$19.4K ﹤0.01% 2708

Other funds holding SAFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's SAFM Position: Q3 2017 in Review

Creative Planning sold out of Sanderson Farms Inc (SAFM) in Q3 2017, closing a stake of 192 shares — an estimated $22K sold.

Creative Planning first reported a position in SAFM in Q4 2014 and held it in 10 quarters. The position peaked at $69K in Q1 2016. 283 funds tracked by Wall St. Rank hold SAFM as of Q3 2017.

  • Creative Planning reported no remaining Sanderson Farms Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 192 Sanderson Farms Inc shares in Q3 2017, an estimated $22K.
  • Creative Planning first reported a position in Sanderson Farms Inc in Q4 2014 and held it in 10 quarters.
  • Creative Planning's Sanderson Farms Inc position peaked at $69K in Q1 2016.
  • 283 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q3 2017.

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