Creative Planning’s SANDRIDGE MISSISSIPPIAN TRUST II SDR Stock Holding History

Creative Planning’s Portfolio SDR Stock Details SDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-10,200	Closed	-$10K	–	2184
2019 Q1	$10K	Buy	+10,200	New	+$10.4K	﹤0.01%	1881
2017 Q3	–	Sell	-3,400	Closed	-$5K	–	4668
2017 Q2	$5K	Hold	3,400	–	–	﹤0.01%	4053
2017 Q1	$5K	Hold	3,400	–	–	﹤0.01%	4017
2016 Q4	$5K	Sell	3,400 -2,336	-41%	-$3.36K	﹤0.01%	4021
2016 Q3	$8K	Buy	5,736 +200	+4%	+$315	﹤0.01%	3695
2016 Q2	$9K	Buy	5,536 +2,536	+85%	+$4.89K	﹤0.01%	3363
2016 Q1	$5K	Hold	3,000	–	–	﹤0.01%	3652
2015 Q4	$6K	Hold	3,000	–	–	﹤0.01%	3634
2015 Q3	$7K	Buy	+3,000	New	+$9.38K	﹤0.01%	3480
2013 Q4	–	Sell	-1,146	Closed	-$15K	–	3707
2013 Q3	$15K	Buy	1,146 +300	+35%	+$4.11K	﹤0.01%	2270
2013 Q2	$11K	Buy	+846	New	+$10.5K	﹤0.01%	2264

Other funds holding SDR

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

ACM

Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Creative Planning's SDR Position: Q2 2019 in Review

Creative Planning sold out of SANDRIDGE MISSISSIPPIAN TRUST II (SDR) in Q2 2019, closing a stake of 10,200 shares — an estimated $10K sold.

Creative Planning first reported a position in SDR in Q2 2013 and held it in 11 quarters. The position peaked at $15K in Q3 2013. 25 funds tracked by Wall St. Rank hold SDR as of Q2 2019.

Creative Planning reported no remaining SANDRIDGE MISSISSIPPIAN TRUST II position as of Q2 2019 after selling out during the quarter.
Creative Planning sold 10,200 SANDRIDGE MISSISSIPPIAN TRUST II shares in Q2 2019, an estimated $10K.
Creative Planning first reported a position in SANDRIDGE MISSISSIPPIAN TRUST II in Q2 2013 and held it in 11 quarters.
Creative Planning's SANDRIDGE MISSISSIPPIAN TRUST II position peaked at $15K in Q3 2013.
25 funds tracked by Wall St. Rank held SANDRIDGE MISSISSIPPIAN TRUST II as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.