Creative Planning
SKS

Creative Planning’s SAKS INCORPORATED SKS Stock Holding History

Creative Planning’s Portfolio SKS Stock Details SKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,108
Closed -$34K – 3681
2013
Q3 		$34K Buy
2,108
+108
+5% +$1.68K ﹤0.01% 1767
2013
Q2 		$27K Buy
+2,000
New +$25.7K ﹤0.01% 1758

Creative Planning's SKS Position: Q4 2013 in Review

Creative Planning sold out of SAKS INCORPORATED (SKS) in Q4 2013, closing a stake of 2,108 shares — an estimated $34K sold.

Creative Planning first reported a position in SKS in Q2 2013 and held it in 2 quarters. The position peaked at $34K in Q3 2013. 0 funds tracked by Wall St. Rank hold SKS as of Q4 2013.

  • Creative Planning reported no remaining SAKS INCORPORATED position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 2,108 SAKS INCORPORATED shares in Q4 2013, an estimated $34K.
  • Creative Planning first reported a position in SAKS INCORPORATED in Q2 2013 and held it in 2 quarters.
  • Creative Planning's SAKS INCORPORATED position peaked at $34K in Q3 2013.
  • 0 funds tracked by Wall St. Rank held SAKS INCORPORATED as of Q4 2013.

Based on Creative Planning's 13F filing for Q4 2013, filed 6 Jan 2014.