Creative Planning
SNC

Creative Planning’s State National Companies, Inc. SNC Stock Holding History

Creative Planning’s Portfolio SNC Stock Details SNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,216
Closed -$17K – 5173
2016
Q4 		$17K Hold
1,216
– – ﹤0.01% 3205
2016
Q3 		$14K Sell
1,216
-4,484
-79% -$47.8K ﹤0.01% 3307
2016
Q2 		$60K Buy
5,700
+2,603
+84% +$29.1K ﹤0.01% 2018
2016
Q1 		$39K Sell
3,097
-7,119
-70% -$76.9K ﹤0.01% 2279
2015
Q4 		$100K Buy
+10,216
New +$96.3K ﹤0.01% 1630

Other funds holding SNC

CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's SNC Position: Q1 2017 in Review

Creative Planning sold out of State National Companies, Inc. (SNC) in Q1 2017, closing a stake of 1,216 shares — an estimated $17K sold.

Creative Planning first reported a position in SNC in Q4 2015 and held it in 5 quarters. The position peaked at $100K in Q4 2015. 108 funds tracked by Wall St. Rank hold SNC as of Q1 2017.

  • Creative Planning reported no remaining State National Companies, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,216 State National Companies, Inc. shares in Q1 2017, an estimated $17K.
  • Creative Planning first reported a position in State National Companies, Inc. in Q4 2015 and held it in 5 quarters.
  • Creative Planning's State National Companies, Inc. position peaked at $100K in Q4 2015.
  • 108 funds tracked by Wall St. Rank held State National Companies, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.