Creative Planning
SITO

Creative Planning’s SITO MOBILE, LTD SITO Stock Holding History

Creative Planning’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$1K – 4224
2017
Q2 		$1K Hold
400
– – ﹤0.01% 4550
2017
Q1 		$1K Hold
400
– – ﹤0.01% 4552
2016
Q4 		$1K Hold
400
– – ﹤0.01% 4542
2016
Q3 		$2K Hold
400
– – ﹤0.01% 4300
2016
Q2 		$1K Hold
400
– – ﹤0.01% 4268
2016
Q1 		$1K Hold
400
– – ﹤0.01% 4217
2015
Q4 		$1K Hold
400
– – ﹤0.01% 4300
2015
Q3 		$2K Buy
+400
New +$1.72K ﹤0.01% 4007

Other funds holding SITO

CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Birchview Capital Burlington, Vermont $176M AUM 95.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning's SITO Position: Q3 2017 in Review

Creative Planning sold out of SITO MOBILE, LTD (SITO) in Q3 2017, closing a stake of 400 shares — an estimated $1K sold.

Creative Planning first reported a position in SITO in Q3 2015 and held it in 8 quarters. The position peaked at $2K in Q3 2016. 20 funds tracked by Wall St. Rank hold SITO as of Q3 2017.

  • Creative Planning reported no remaining SITO MOBILE, LTD position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 400 SITO MOBILE, LTD shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in SITO MOBILE, LTD in Q3 2015 and held it in 8 quarters.
  • Creative Planning's SITO MOBILE, LTD position peaked at $2K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q3 2017.

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