Creative Planning’s SPAR Group SGRP Stock Holding History

Creative Planning’s Portfolio SGRP Stock Details SGRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-6,000	Closed	-$9K	–	2681
2015 Q1	$9K	Buy	+6,000	New	+$8.95K	﹤0.01%	3265

Other funds holding SGRP

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's SGRP Position: Q2 2015 in Review

Creative Planning sold out of SPAR Group (SGRP) in Q2 2015, closing a stake of 6,000 shares — an estimated $9K sold.

Creative Planning first reported a position in SGRP in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 16 funds tracked by Wall St. Rank hold SGRP as of Q2 2015.

Creative Planning reported no remaining SPAR Group position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 6,000 SPAR Group shares in Q2 2015, an estimated $9K.
Creative Planning first reported a position in SPAR Group in Q1 2015 and held it in 1 quarter.
Creative Planning's SPAR Group position peaked at $9K in Q1 2015.
16 funds tracked by Wall St. Rank held SPAR Group as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.