Creative Planning
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Creative Planning’s Scully Royalty SRL Stock Holding History

Creative Planning’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,382
Closed -$39K – 3477
2017
Q2 		$39K Buy
4,382
+2,600
+146% +$21.1K ﹤0.01% 2717
2017
Q1 		$16K Hold
1,782
– – ﹤0.01% 3289
2016
Q4 		$17K Buy
1,782
+12
+0.7% +$123 ﹤0.01% 3183
2016
Q3 		$18K Hold
1,770
– – ﹤0.01% 3132
2016
Q2 		$19K Buy
1,770
+161
+10% +$1.48K ﹤0.01% 2848
2016
Q1 		$16K Hold
1,609
– – ﹤0.01% 2928
2015
Q4 		$16K Hold
1,609
– – ﹤0.01% 2997
2015
Q3 		$23K Buy
+1,609
New +$27.5K ﹤0.01% 2627
2015
Q2 		– Sell
-1,809
Closed -$37K – 2759
2015
Q1 		$37K Buy
1,809
+200
+12% +$4.68K ﹤0.01% 2237
2014
Q4 		$57K Sell
1,609
-30
-2% -$921 ﹤0.01% 1923
2014
Q3 		$58K Sell
1,639
-50
-3% -$1.91K ﹤0.01% 1821
2014
Q2 		$65K Buy
1,689
+80
+5% +$3K ﹤0.01% 1704
2014
Q1 		$64K Hold
1,609
– – ﹤0.01% 1656
2013
Q4 		$64K Hold
1,609
– – ﹤0.01% 1444
2013
Q3 		$68K Hold
1,609
– – ﹤0.01% 1342
2013
Q2 		$65K Buy
+1,609
New +$67.3K ﹤0.01% 1234

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
YL
YCG LLC Austin, Texas $1.1B AUM 4.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's SRL Position: Q3 2017 in Review

Creative Planning sold out of Scully Royalty (SRL) in Q3 2017, closing a stake of 4,382 shares — an estimated $39K sold.

Creative Planning first reported a position in SRL in Q2 2013 and held it in 16 quarters. The position peaked at $68K in Q3 2013. 22 funds tracked by Wall St. Rank hold SRL as of Q3 2017.

  • Creative Planning reported no remaining Scully Royalty position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,382 Scully Royalty shares in Q3 2017, an estimated $39K.
  • Creative Planning first reported a position in Scully Royalty in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Scully Royalty position peaked at $68K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held Scully Royalty as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.