Creative Planning
SAR icon

Creative Planning’s Saratoga Investment SAR Stock Holding History

Creative Planning’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,010
Closed -$22K – 4799
2017
Q1 		$22K Buy
1,010
+1,000
+10,000% +$22K ﹤0.01% 3068
2016
Q4 		$0 Buy
+10
New +$189 ﹤0.01% 4804
2015
Q2 		– Sell
-3,095
Closed -$49K – 2645
2015
Q1 		$49K Hold
3,095
– – ﹤0.01% 2047
2014
Q4 		$46K Buy
3,095
+2,000
+183% +$30.3K ﹤0.01% 2066
2014
Q3 		$18K Buy
+1,095
New +$17.4K ﹤0.01% 2608

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFA
Nuveen Fund Advisors Chicago, Illinois $239K AUM 19.32% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DTL
Dynamic Technology Lab Singapore $615M AUM 11.3% 1-Year Est. Return

Creative Planning's SAR Position: Q2 2017 in Review

Creative Planning sold out of Saratoga Investment (SAR) in Q2 2017, closing a stake of 1,010 shares — an estimated $22K sold.

Creative Planning first reported a position in SAR in Q3 2014 and held it in 5 quarters. The position peaked at $49K in Q1 2015. 20 funds tracked by Wall St. Rank hold SAR as of Q2 2017.

  • Creative Planning reported no remaining Saratoga Investment position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 1,010 Saratoga Investment shares in Q2 2017, an estimated $22K.
  • Creative Planning first reported a position in Saratoga Investment in Q3 2014 and held it in 5 quarters.
  • Creative Planning's Saratoga Investment position peaked at $49K in Q1 2015.
  • 20 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.