Creative Planning
SFS

Creative Planning’s Smart & Final Stores, Inc. SFS Stock Holding History

Creative Planning’s Portfolio SFS Stock Details SFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$5K – 4299
2017
Q2 		$5K Buy
+500
New +$5.98K ﹤0.01% 4036

Other funds holding SFS

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

Creative Planning's SFS Position: Q3 2017 in Review

Creative Planning sold out of Smart & Final Stores, Inc. (SFS) in Q3 2017, closing a stake of 500 shares — an estimated $5K sold.

Creative Planning first reported a position in SFS in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 87 funds tracked by Wall St. Rank hold SFS as of Q3 2017.

  • Creative Planning reported no remaining Smart & Final Stores, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 Smart & Final Stores, Inc. shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Smart & Final Stores, Inc. in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Smart & Final Stores, Inc. position peaked at $5K in Q2 2017.
  • 87 funds tracked by Wall St. Rank held Smart & Final Stores, Inc. as of Q3 2017.

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