Creative Planning
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Creative Planning’s Sonoma Pharmaceuticals SNOA Stock Holding History

Creative Planning’s Portfolio SNOA Stock Details SNOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1
Closed -$2K – 4811
2017
Q1 		$2K Hold
1
– – ﹤0.01% 4315
2016
Q4 		$1K Buy
+1
New +$829 ﹤0.01% 4486
2016
Q3 		– Hold
0
– – – 4719
2016
Q2 		– Sell
-1
Closed -$861 – 4504
2016
Q1 		$1K Hold
1
– – ﹤0.01% 4171
2015
Q4 		$1K Buy
+1
New +$1.07K ﹤0.01% 4247
2015
Q2 		– Sell
-26
Closed -$20K – 2723
2015
Q1 		$20K Buy
+26
New +$22.1K ﹤0.01% 2719

Other funds holding SNOA

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's SNOA Position: Q2 2017 in Review

Creative Planning sold out of Sonoma Pharmaceuticals (SNOA) in Q2 2017, closing a stake of 1 share — an estimated $2K sold.

Creative Planning first reported a position in SNOA in Q1 2015 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 16 funds tracked by Wall St. Rank hold SNOA as of Q2 2017.

  • Creative Planning reported no remaining Sonoma Pharmaceuticals position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 1 Sonoma Pharmaceuticals share in Q2 2017, an estimated $2K.
  • Creative Planning first reported a position in Sonoma Pharmaceuticals in Q1 2015 and held it in 5 quarters.
  • Creative Planning's Sonoma Pharmaceuticals position peaked at $20K in Q1 2015.
  • 16 funds tracked by Wall St. Rank held Sonoma Pharmaceuticals as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.