Creative Planning
SLH

Creative Planning’s SOLERA HOLDINGS, INC. COM SLH Stock Holding History

Creative Planning’s Portfolio SLH Stock Details SLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-24
Closed -$2K – 4099
2014
Q1 		$2K Buy
+24
New +$1.62K ﹤0.01% 3435

Other funds holding SLH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Creative Planning's SLH Position: Q2 2014 in Review

Creative Planning sold out of SOLERA HOLDINGS, INC. COM (SLH) in Q2 2014, closing a stake of 24 shares — an estimated $2K sold.

Creative Planning first reported a position in SLH in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 202 funds tracked by Wall St. Rank hold SLH as of Q2 2014.

  • Creative Planning reported no remaining SOLERA HOLDINGS, INC. COM position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 24 SOLERA HOLDINGS, INC. COM shares in Q2 2014, an estimated $2K.
  • Creative Planning first reported a position in SOLERA HOLDINGS, INC. COM in Q1 2014 and held it in 1 quarter.
  • Creative Planning's SOLERA HOLDINGS, INC. COM position peaked at $2K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held SOLERA HOLDINGS, INC. COM as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.