Creative Planning
SRCLP

Creative Planning’s Stericycle, Inc SRCLP Stock Holding History

Creative Planning’s Portfolio SRCLP Stock Details SRCLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed -$3K – 4996
2016
Q3 		$3K Hold
50
– – ﹤0.01% 4171
2016
Q2 		$4K Buy
50
+35
+233% +$2.95K ﹤0.01% 3814
2016
Q1 		$1K Hold
15
– – ﹤0.01% 4230
2015
Q4 		$1K Buy
+15
New +$1.43K ﹤0.01% 4314

Other funds holding SRCLP

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's SRCLP Position: Q4 2016 in Review

Creative Planning sold out of Stericycle, Inc (SRCLP) in Q4 2016, closing a stake of 50 shares — an estimated $3K sold.

Creative Planning first reported a position in SRCLP in Q4 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2016. 55 funds tracked by Wall St. Rank hold SRCLP as of Q4 2016.

  • Creative Planning reported no remaining Stericycle, Inc position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 50 Stericycle, Inc shares in Q4 2016, an estimated $3K.
  • Creative Planning first reported a position in Stericycle, Inc in Q4 2015 and held it in 4 quarters.
  • Creative Planning's Stericycle, Inc position peaked at $4K in Q2 2016.
  • 55 funds tracked by Wall St. Rank held Stericycle, Inc as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.