Creative Planning
SAPE

Creative Planning’s SAPIENT CORP SAPE Stock Holding History

Creative Planning’s Portfolio SAPE Stock Details SAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,601
Closed -$92K – 4548
2014
Q3 		$92K Buy
6,601
+3,516
+114% +$52.1K ﹤0.01% 1539
2014
Q2 		$50K Buy
3,085
+1,085
+54% +$17.8K ﹤0.01% 1891
2014
Q1 		$34K Hold
2,000
– – ﹤0.01% 2067
2013
Q4 		$35K Hold
2,000
– – ﹤0.01% 1846
2013
Q3 		$31K Hold
2,000
– – ﹤0.01% 1840
2013
Q2 		$26K Buy
+2,000
New +$24.1K ﹤0.01% 1778

Other funds holding SAPE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Creative Planning's SAPE Position: Q4 2014 in Review

Creative Planning sold out of SAPIENT CORP (SAPE) in Q4 2014, closing a stake of 6,601 shares — an estimated $92K sold.

Creative Planning first reported a position in SAPE in Q2 2013 and held it in 6 quarters. The position peaked at $92K in Q3 2014. 166 funds tracked by Wall St. Rank hold SAPE as of Q4 2014.

  • Creative Planning reported no remaining SAPIENT CORP position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 6,601 SAPIENT CORP shares in Q4 2014, an estimated $92K.
  • Creative Planning first reported a position in SAPIENT CORP in Q2 2013 and held it in 6 quarters.
  • Creative Planning's SAPIENT CORP position peaked at $92K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held SAPIENT CORP as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.