Creative Planning’s Sculptor Capital Management, Inc. Class A Common Stock SCU Stock Holding History

Creative Planning’s Portfolio SCU Stock Details SCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,126	Closed	-$38K	–	2109
2018 Q4	$38K	Buy	4,126 +180	+5%	+$2.19K	﹤0.01%	1738
2018 Q3	$58K	Sell	3,946 -13	-0.3%	-$246	﹤0.01%	1863
2018 Q2	$76K	Buy	3,959 +534	+16%	+$11.4K	﹤0.01%	1811
2018 Q1	$91K	Buy	3,425 +84	+3%	+$2.21K	﹤0.01%	1764
2017 Q4	$84K	Buy	3,341 +120	+4%	+$3.77K	﹤0.01%	1747
2017 Q3	$104K	Sell	3,221 -223	-6%	-$6.6K	﹤0.01%	1712
2017 Q2	$88K	Buy	3,444 +225	+7%	+$5.34K	﹤0.01%	2076
2017 Q1	$73K	Buy	3,219 +1,311	+69%	+$38.8K	﹤0.01%	2175
2016 Q4	$63K	Sell	1,908 -61	-3%	-$1.95K	﹤0.01%	2206
2016 Q3	$85K	Buy	1,969 +750	+62%	+$28.3K	﹤0.01%	1962
2016 Q2	$46K	Buy	1,219 +20	+2%	+$779	﹤0.01%	2190
2016 Q1	$52K	Sell	1,199 -41	-3%	-$1.93K	﹤0.01%	2082
2015 Q4	$77K	Buy	1,240 +910	+276%	+$62.3K	﹤0.01%	1797
2015 Q3	$29K	Buy	+330	New	+$35.5K	﹤0.01%	2450
2015 Q2	–	Sell	-466	Closed	-$59K	–	3213
2015 Q1	$59K	Sell	466 -320	-41%	-$38.5K	﹤0.01%	1916
2014 Q4	$92K	Sell	786 -990	-56%	-$112K	﹤0.01%	1592
2014 Q3	$190K	Buy	1,776 +311	+21%	+$39.7K	﹤0.01%	1088
2014 Q2	$203K	Buy	1,465 +565	+63%	+$72.5K	﹤0.01%	1031
2014 Q1	$124K	Buy	+900	New	+$130K	﹤0.01%	1261
2013 Q4	–	Sell	-30	Closed	-$3K	–	3510
2013 Q3	$3K	Buy	+30	New	+$3.3K	﹤0.01%	2921

Other funds holding SCU

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAMG

Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NRC

North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

GPC

Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SCU Position: Q1 2019 in Review

Creative Planning sold out of Sculptor Capital Management, Inc. Class A Common Stock (SCU) in Q1 2019, closing a stake of 4,126 shares — an estimated $38K sold.

Creative Planning first reported a position in SCU in Q3 2013 and held it in 20 quarters. The position peaked at $203K in Q2 2014. 51 funds tracked by Wall St. Rank hold SCU as of Q1 2019.

Creative Planning reported no remaining Sculptor Capital Management, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Creative Planning sold 4,126 Sculptor Capital Management, Inc. Class A Common Stock shares in Q1 2019, an estimated $38K.
Creative Planning first reported a position in Sculptor Capital Management, Inc. Class A Common Stock in Q3 2013 and held it in 20 quarters.
Creative Planning's Sculptor Capital Management, Inc. Class A Common Stock position peaked at $203K in Q2 2014.
51 funds tracked by Wall St. Rank held Sculptor Capital Management, Inc. Class A Common Stock as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.