Creative Planning
SNCR

Creative Planning’s Synchronoss Technologies SNCR Stock Holding History

Creative Planning’s Portfolio SNCR Stock Details SNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-133
Closed -$20K – 3437
2017
Q2 		$20K Buy
133
+120
+923% +$17.9K ﹤0.01% 3188
2017
Q1 		$3K Sell
13
-2,268
-99% -$662K ﹤0.01% 4184
2016
Q4 		$786K Buy
2,281
+242
+12% +$91.1K ﹤0.01% 719
2016
Q3 		$756K Sell
2,039
-40
-2% -$14.1K ﹤0.01% 709
2016
Q2 		$596K Buy
2,079
+201
+11% +$60.7K ﹤0.01% 703
2016
Q1 		$547K Buy
1,878
+190
+11% +$49.5K ﹤0.01% 714
2015
Q4 		$535K Buy
1,688
+444
+36% +$147K ﹤0.01% 724
2015
Q3 		$367K Sell
1,244
-739
-37% -$287K ﹤0.01% 874
2015
Q2 		$816K Buy
1,983
+102
+5% +$43.9K 0.01% 531
2015
Q1 		$803K Buy
1,881
+153
+9% +$60.3K 0.01% 539
2014
Q4 		$651K Sell
1,728
-169
-9% -$68.4K 0.01% 594
2014
Q3 		$781K Buy
1,897
+804
+74% +$290K 0.01% 489
2014
Q2 		$344K Buy
1,093
+548
+101% +$157K ﹤0.01% 790
2014
Q1 		$168K Buy
+545
New +$157K ﹤0.01% 1085

Other funds holding SNCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

Creative Planning's SNCR Position: Q3 2017 in Review

Creative Planning sold out of Synchronoss Technologies (SNCR) in Q3 2017, closing a stake of 133 shares — an estimated $20K sold.

Creative Planning first reported a position in SNCR in Q1 2014 and held it in 14 quarters. The position peaked at $816K in Q2 2015. 165 funds tracked by Wall St. Rank hold SNCR as of Q3 2017.

  • Creative Planning reported no remaining Synchronoss Technologies position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 133 Synchronoss Technologies shares in Q3 2017, an estimated $20K.
  • Creative Planning first reported a position in Synchronoss Technologies in Q1 2014 and held it in 14 quarters.
  • Creative Planning's Synchronoss Technologies position peaked at $816K in Q2 2015.
  • 165 funds tracked by Wall St. Rank held Synchronoss Technologies as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.