Creative Planning
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Creative Planning’s Superior Group of Companies SGC Stock Holding History

Creative Planning’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-202
Closed -$2K – 4137
2014
Q2 		$2K Hold
202
– – ﹤0.01% 3534
2014
Q1 		$1K Hold
202
– – ﹤0.01% 3519
2013
Q4 		$2K Buy
+202
New +$1.5K ﹤0.01% 3115

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's SGC Position: Q3 2014 in Review

Creative Planning sold out of Superior Group of Companies (SGC) in Q3 2014, closing a stake of 202 shares — an estimated $2K sold.

Creative Planning first reported a position in SGC in Q4 2013 and held it in 3 quarters. The position peaked at $2K in Q2 2014. 30 funds tracked by Wall St. Rank hold SGC as of Q3 2014.

  • Creative Planning reported no remaining Superior Group of Companies position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 202 Superior Group of Companies shares in Q3 2014, an estimated $2K.
  • Creative Planning first reported a position in Superior Group of Companies in Q4 2013 and held it in 3 quarters.
  • Creative Planning's Superior Group of Companies position peaked at $2K in Q2 2014.
  • 30 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.