Creative Planning
SPNT icon

Creative Planning’s SiriusPoint SPNT Stock Holding History

Creative Planning’s Portfolio SPNT Stock Details SPNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-88
Closed -$1K – 3460
2017
Q2 		$1K Hold
88
– – ﹤0.01% 4493
2017
Q1 		$1K Hold
88
– – ﹤0.01% 4497
2016
Q4 		$1K Hold
88
– – ﹤0.01% 4488
2016
Q3 		$1K Hold
88
– – ﹤0.01% 4437
2016
Q2 		$1K Hold
88
– – ﹤0.01% 4207
2016
Q1 		$1K Sell
88
-520
-86% -$5.9K ﹤0.01% 4172
2015
Q4 		$8K Buy
608
+200
+49% +$2.74K ﹤0.01% 3435
2015
Q3 		$5K Buy
+408
New +$5.81K ﹤0.01% 3633
2015
Q2 		– Sell
-520
Closed -$7K – 2744
2015
Q1 		$7K Sell
520
-100
-16% -$1.39K ﹤0.01% 3405
2014
Q4 		$9K Hold
620
– – ﹤0.01% 3193
2014
Q3 		$9K Buy
+620
New +$9.5K ﹤0.01% 3012

Other funds holding SPNT

KC
Kelso & Company New York $42.3M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return