Creative Planning’s S&W Seed Co SANW Stock Holding History

Creative Planning’s Portfolio SANW Stock Details SANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-19	Closed	-$2K	–	4492
2015 Q4	$2K	Buy	+19	New	+$1.6K	﹤0.01%	4063

Other funds holding SANW

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

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

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return

Creative Planning's SANW Position: Q1 2016 in Review

Creative Planning sold out of S&W Seed Co (SANW) in Q1 2016, closing a stake of 19 shares — an estimated $2K sold.

Creative Planning first reported a position in SANW in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 33 funds tracked by Wall St. Rank hold SANW as of Q1 2016.

Creative Planning reported no remaining S&W Seed Co position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 19 S&W Seed Co shares in Q1 2016, an estimated $2K.
Creative Planning first reported a position in S&W Seed Co in Q4 2015 and held it in 1 quarter.
Creative Planning's S&W Seed Co position peaked at $2K in Q4 2015.
33 funds tracked by Wall St. Rank held S&W Seed Co as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.