Creative Planning
SREV

Creative Planning’s ServiceSource International, Inc. SREV Stock Holding History

Creative Planning’s Portfolio SREV Stock Details SREV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$6K – 4994
2016
Q4 		$6K Buy
+1,000
New +$5.32K ﹤0.01% 3888
2014
Q3 		– Sell
-4,000
Closed -$23K – 4209
2014
Q2 		$23K Buy
+4,000
New +$22.2K ﹤0.01% 2410

Other funds holding SREV

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RMC
Regis Management Company Menlo Park, California $331M AUM 14.13% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Creative Planning's SREV Position: Q1 2017 in Review

Creative Planning sold out of ServiceSource International, Inc. (SREV) in Q1 2017, closing a stake of 1,000 shares — an estimated $6K sold.

Creative Planning first reported a position in SREV in Q2 2014 and held it in 2 quarters. The position peaked at $23K in Q2 2014. 88 funds tracked by Wall St. Rank hold SREV as of Q1 2017.

  • Creative Planning reported no remaining ServiceSource International, Inc. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 ServiceSource International, Inc. shares in Q1 2017, an estimated $6K.
  • Creative Planning first reported a position in ServiceSource International, Inc. in Q2 2014 and held it in 2 quarters.
  • Creative Planning's ServiceSource International, Inc. position peaked at $23K in Q2 2014.
  • 88 funds tracked by Wall St. Rank held ServiceSource International, Inc. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.