Creative Planning
SFD

Creative Planning’s SMITHFIELD FOODS,INC SFD Stock Holding History

Creative Planning’s Portfolio SFD Stock Details SFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,155
Closed -$71K – 3517
2013
Q2 		$71K Buy
+2,155
New +$61K ﹤0.01% 1185

Other funds holding SFD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
FNYS
First New York Securities New York $53.7M AUM 57.01% 1-Year Est. Return

Creative Planning's SFD Position: Q3 2013 in Review

Creative Planning sold out of SMITHFIELD FOODS,INC (SFD) in Q3 2013, closing a stake of 2,155 shares — an estimated $71K sold.

Creative Planning first reported a position in SFD in Q2 2013 and held it in 1 quarter. The position peaked at $71K in Q2 2013. 31 funds tracked by Wall St. Rank hold SFD as of Q3 2013.

  • Creative Planning reported no remaining SMITHFIELD FOODS,INC position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 2,155 SMITHFIELD FOODS,INC shares in Q3 2013, an estimated $71K.
  • Creative Planning first reported a position in SMITHFIELD FOODS,INC in Q2 2013 and held it in 1 quarter.
  • Creative Planning's SMITHFIELD FOODS,INC position peaked at $71K in Q2 2013.
  • 31 funds tracked by Wall St. Rank held SMITHFIELD FOODS,INC as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.