Creative Planning
SKIS

Creative Planning’s Peak Resorts, Inc. SKIS Stock Holding History

Creative Planning’s Portfolio SKIS Stock Details SKIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,000
Closed -$62K – 3523
2015
Q1 		$62K Hold
10,000
– – ﹤0.01% 1872
2014
Q4 		$80K Buy
+10,000
New +$80K ﹤0.01% 1677

Other funds holding SKIS

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Shellback Capital Boston, Massachusetts $703M AUM 53.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
KCM
Keane Capital Management Charlotte, North Carolina $9.5M AUM 10% 1-Year Est. Return

Creative Planning's SKIS Position: Q2 2015 in Review

Creative Planning sold out of Peak Resorts, Inc. (SKIS) in Q2 2015, closing a stake of 10,000 shares — an estimated $62K sold.

Creative Planning first reported a position in SKIS in Q4 2014 and held it in 2 quarters. The position peaked at $80K in Q4 2014. 33 funds tracked by Wall St. Rank hold SKIS as of Q2 2015.

  • Creative Planning reported no remaining Peak Resorts, Inc. position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 10,000 Peak Resorts, Inc. shares in Q2 2015, an estimated $62K.
  • Creative Planning first reported a position in Peak Resorts, Inc. in Q4 2014 and held it in 2 quarters.
  • Creative Planning's Peak Resorts, Inc. position peaked at $80K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Peak Resorts, Inc. as of Q2 2015.

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