Creative Planning’s SIFCO Industries SIF Stock Holding History

Creative Planning’s Portfolio SIF Stock Details SIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-500	Closed	-$3K	–	3407
2017 Q2	$3K	Hold	500	–	–	﹤0.01%	4201
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	4073
2016 Q4	$4K	Hold	500	–	–	﹤0.01%	4064
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	3891
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	3661
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	3605
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	3690
2015 Q3	$6K	Buy	+500	New	+$6.58K	﹤0.01%	3529
2015 Q2	–	Sell	-500	Closed	-$11K	–	2690
2015 Q1	$11K	Hold	500	–	–	﹤0.01%	3141
2014 Q4	$15K	Hold	500	–	–	﹤0.01%	2869
2014 Q3	$15K	Hold	500	–	–	﹤0.01%	2711
2014 Q2	$16K	Hold	500	–	–	﹤0.01%	2628
2014 Q1	$15K	Buy	+500	New	+$14.6K	﹤0.01%	2556

Other funds holding SIF

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

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

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

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SKK

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

Creative Planning's SIF Position: Q3 2017 in Review

Creative Planning sold out of SIFCO Industries (SIF) in Q3 2017, closing a stake of 500 shares — an estimated $3K sold.

Creative Planning first reported a position in SIF in Q1 2014 and held it in 13 quarters. The position peaked at $16K in Q2 2014. 22 funds tracked by Wall St. Rank hold SIF as of Q3 2017.

Creative Planning reported no remaining SIFCO Industries position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 500 SIFCO Industries shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in SIFCO Industries in Q1 2014 and held it in 13 quarters.
Creative Planning's SIFCO Industries position peaked at $16K in Q2 2014.
22 funds tracked by Wall St. Rank held SIFCO Industries as of Q3 2017.

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