Creative Planning’s SQUARE 1 FINANCIAL INC COM SQBK Stock Holding History

Creative Planning’s Portfolio SQBK Stock Details SQBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-20,000	Closed	-$514K	–	4832
2015 Q3	$514K	Hold	20,000	–	–	﹤0.01%	732
2015 Q2	$547K	Hold	20,000	–	–	0.01%	640
2015 Q1	$535K	Sell	20,000 -201	-1%	-$5.04K	0.01%	711
2014 Q4	$499K	Buy	20,201 +201	+1%	+$4.26K	0.01%	694
2014 Q3	$385K	Buy	+20,000	New	+$380K	﹤0.01%	761

Other funds holding SQBK

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Creative Planning's SQBK Position: Q4 2015 in Review

Creative Planning sold out of SQUARE 1 FINANCIAL INC COM (SQBK) in Q4 2015, closing a stake of 20,000 shares — an estimated $514K sold.

Creative Planning first reported a position in SQBK in Q3 2014 and held it in 5 quarters. The position peaked at $547K in Q2 2015. 1 fund tracked by Wall St. Rank holds SQBK as of Q4 2015.

Creative Planning reported no remaining SQUARE 1 FINANCIAL INC COM position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 20,000 SQUARE 1 FINANCIAL INC COM shares in Q4 2015, an estimated $514K.
Creative Planning first reported a position in SQUARE 1 FINANCIAL INC COM in Q3 2014 and held it in 5 quarters.
Creative Planning's SQUARE 1 FINANCIAL INC COM position peaked at $547K in Q2 2015.
1 fund tracked by Wall St. Rank held SQUARE 1 FINANCIAL INC COM as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.