Creative Planning
SMS

Creative Planning’s SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) SMS Stock Holding History

Creative Planning’s Portfolio SMS Stock Details SMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,412
Closed -$21K – 3689
2013
Q3 		$21K Buy
2,412
+303
+14% +$2.54K ﹤0.01% 2089
2013
Q2 		$16K Buy
+2,109
New +$19.9K ﹤0.01% 2071

Other funds holding SMS

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CIM
Calvert Investment Management Bethesda, Maryland $2.67B AUM 16.23% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $738M AUM 29.35% 1-Year Est. Return

Creative Planning's SMS Position: Q4 2013 in Review

Creative Planning sold out of SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) (SMS) in Q4 2013, closing a stake of 2,412 shares — an estimated $21K sold.

Creative Planning first reported a position in SMS in Q2 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2013. 9 funds tracked by Wall St. Rank hold SMS as of Q4 2013.

  • Creative Planning reported no remaining SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position as of Q4 2013 after selling out during the quarter.
  • Creative Planning sold 2,412 SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) shares in Q4 2013, an estimated $21K.
  • Creative Planning first reported a position in SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) in Q2 2013 and held it in 2 quarters.
  • Creative Planning's SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) position peaked at $21K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held SIMS METAL MANAGEMENT LTD ADS (EA REPSTG 1 ORD SHS) as of Q4 2013.

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