Creative Planning
SPRO

Creative Planning’s SMARTPROS LTD COM STK SPRO Stock Holding History

Creative Planning’s Portfolio SPRO Stock Details SPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,000
Closed -$2K – 3882
2013
Q4 		$2K Buy
+1,000
New +$2.22K ﹤0.01% 3163

Other funds holding SPRO

PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Creative Planning's SPRO Position: Q1 2014 in Review

Creative Planning sold out of SMARTPROS LTD COM STK (SPRO) in Q1 2014, closing a stake of 1,000 shares — an estimated $2K sold.

Creative Planning first reported a position in SPRO in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 14 funds tracked by Wall St. Rank hold SPRO as of Q1 2014.

  • Creative Planning reported no remaining SMARTPROS LTD COM STK position as of Q1 2014 after selling out during the quarter.
  • Creative Planning sold 1,000 SMARTPROS LTD COM STK shares in Q1 2014, an estimated $2K.
  • Creative Planning first reported a position in SMARTPROS LTD COM STK in Q4 2013 and held it in 1 quarter.
  • Creative Planning's SMARTPROS LTD COM STK position peaked at $2K in Q4 2013.
  • 14 funds tracked by Wall St. Rank held SMARTPROS LTD COM STK as of Q1 2014.

Based on Creative Planning's 13F filing for Q1 2014, filed 11 Apr 2014.