Creative Planning
SELF

Creative Planning’s Global Self Storage SELF Stock Holding History

Creative Planning’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,000
Closed -$11K – 4808
2016
Q3 		$11K Hold
2,000
– – ﹤0.01% 3463
2016
Q2 		$11K Hold
2,000
– – ﹤0.01% 3201
2016
Q1 		$10K Buy
+2,000
New +$8.39K ﹤0.01% 3234

Other funds holding SELF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Creative Planning's SELF Position: Q4 2016 in Review

Creative Planning sold out of Global Self Storage (SELF) in Q4 2016, closing a stake of 2,000 shares — an estimated $11K sold.

Creative Planning first reported a position in SELF in Q1 2016 and held it in 3 quarters. The position peaked at $11K in Q3 2016. 20 funds tracked by Wall St. Rank hold SELF as of Q4 2016.

  • Creative Planning reported no remaining Global Self Storage position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 2,000 Global Self Storage shares in Q4 2016, an estimated $11K.
  • Creative Planning first reported a position in Global Self Storage in Q1 2016 and held it in 3 quarters.
  • Creative Planning's Global Self Storage position peaked at $11K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Global Self Storage as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.