Creative Planning’s SAPPI LTD ADS(RP 1 0RD SH) SPP Stock Holding History

Creative Planning’s Portfolio SPP Stock Details SPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-200	Closed	–	–	3516
2013 Q2	$0	Buy	+200	New	+$530	﹤0.01%	3197

Other funds holding SPP

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return

Creative Planning's SPP Position: Q3 2013 in Review

Creative Planning sold out of SAPPI LTD ADS(RP 1 0RD SH) (SPP) in Q3 2013, closing a stake of 200 shares.

Creative Planning first reported a position in SPP in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 21 funds tracked by Wall St. Rank hold SPP as of Q3 2013.

Creative Planning reported no remaining SAPPI LTD ADS(RP 1 0RD SH) position as of Q3 2013 after selling out during the quarter.
Creative Planning sold 200 SAPPI LTD ADS(RP 1 0RD SH) shares in Q3 2013.
Creative Planning first reported a position in SAPPI LTD ADS(RP 1 0RD SH) in Q2 2013 and held it in 1 quarter.
Creative Planning's SAPPI LTD ADS(RP 1 0RD SH) position peaked at $0 in Q2 2013.
21 funds tracked by Wall St. Rank held SAPPI LTD ADS(RP 1 0RD SH) as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.