Creative Planning’s SIGMA - ALDRICH CORP SIAL Stock Holding History

Creative Planning’s Portfolio SIAL Stock Details SIAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-3,935	Closed	-$547K	–	4817
2015 Q3	$547K	Buy	+3,935	New	+$549K	﹤0.01%	703
2015 Q2	–	Sell	-4,347	Closed	-$601K	–	3982
2015 Q1	$601K	Buy	4,347 +287	+7%	+$39.6K	0.01%	663
2014 Q4	$557K	Sell	4,060 -538	-12%	-$73.1K	0.01%	657
2014 Q3	$625K	Buy	4,598 +5	+0.1%	+$531	0.01%	568
2014 Q2	$466K	Sell	4,593 -1,056	-19%	-$103K	0.01%	674
2014 Q1	$528K	Sell	5,649 -75	-1%	-$7.01K	0.01%	593
2013 Q4	$538K	Buy	5,724 +15	+0.3%	+$1.3K	0.01%	500
2013 Q3	$487K	Sell	5,709 -95	-2%	-$7.99K	0.01%	459
2013 Q2	$467K	Buy	+5,804	New	+$465K	0.01%	424

Other funds holding SIAL

CCS

Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Creative Planning's SIAL Position: Q4 2015 in Review

Creative Planning sold out of SIGMA - ALDRICH CORP (SIAL) in Q4 2015, closing a stake of 3,935 shares — an estimated $547K sold.

Creative Planning first reported a position in SIAL in Q2 2013 and held it in 9 quarters. The position peaked at $625K in Q3 2014. 1 fund tracked by Wall St. Rank holds SIAL as of Q4 2015.

Creative Planning reported no remaining SIGMA - ALDRICH CORP position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 3,935 SIGMA - ALDRICH CORP shares in Q4 2015, an estimated $547K.
Creative Planning first reported a position in SIGMA - ALDRICH CORP in Q2 2013 and held it in 9 quarters.
Creative Planning's SIGMA - ALDRICH CORP position peaked at $625K in Q3 2014.
1 fund tracked by Wall St. Rank held SIGMA - ALDRICH CORP as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.