Creative Planning
SFLY

Creative Planning’s Shutterfly, Inc. SFLY Stock Holding History

Creative Planning’s Portfolio SFLY Stock Details SFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10
Closed – – 4276
2017
Q2 		$0 Sell
10
-100
-91% -$4.98K ﹤0.01% 4966
2017
Q1 		$5K Sell
110
-200
-65% -$9.61K ﹤0.01% 4000
2016
Q4 		$16K Sell
310
-800
-72% -$38.8K ﹤0.01% 3244
2016
Q3 		$50K Buy
1,110
+1,093
+6,429% +$54.2K ﹤0.01% 2370
2016
Q2 		$1K Hold
17
– – ﹤0.01% 4271
2016
Q1 		$1K Buy
17
+1
+6% +$43 ﹤0.01% 4221
2015
Q4 		$1K Buy
+16
New +$686 ﹤0.01% 4306

Other funds holding SFLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
FCP
Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's SFLY Position: Q3 2017 in Review

Creative Planning sold out of Shutterfly, Inc. (SFLY) in Q3 2017, closing a stake of 10 shares.

Creative Planning first reported a position in SFLY in Q4 2015 and held it in 7 quarters. The position peaked at $50K in Q3 2016. 175 funds tracked by Wall St. Rank hold SFLY as of Q3 2017.

  • Creative Planning reported no remaining Shutterfly, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 10 Shutterfly, Inc. shares in Q3 2017.
  • Creative Planning first reported a position in Shutterfly, Inc. in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Shutterfly, Inc. position peaked at $50K in Q3 2016.
  • 175 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.