Creative Planning
SSI

Creative Planning’s Stage Stores Inc SSI Stock Holding History

Creative Planning’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,700
Closed -$12K – 4211
2017
Q2 		$12K Buy
5,700
+3,011
+112% +$7.43K ﹤0.01% 3543
2017
Q1 		$7K Buy
2,689
+30
+1% +$81 ﹤0.01% 3826
2016
Q4 		$12K Buy
2,659
+14
+0.5% +$69 ﹤0.01% 3454
2016
Q3 		$15K Sell
2,645
-1,347
-34% -$7.54K ﹤0.01% 3261
2016
Q2 		$19K Buy
3,992
+1,971
+98% +$12.3K ﹤0.01% 2857
2016
Q1 		$16K Sell
2,021
-692
-26% -$5.56K ﹤0.01% 2935
2015
Q4 		$25K Buy
2,713
+1,057
+64% +$9.77K ﹤0.01% 2688
2015
Q3 		$16K Buy
+1,656
New +$23.7K ﹤0.01% 2920

Other funds holding SSI

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's SSI Position: Q3 2017 in Review

Creative Planning sold out of Stage Stores Inc (SSI) in Q3 2017, closing a stake of 5,700 shares — an estimated $12K sold.

Creative Planning first reported a position in SSI in Q3 2015 and held it in 8 quarters. The position peaked at $25K in Q4 2015. 54 funds tracked by Wall St. Rank hold SSI as of Q3 2017.

  • Creative Planning reported no remaining Stage Stores Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 5,700 Stage Stores Inc shares in Q3 2017, an estimated $12K.
  • Creative Planning first reported a position in Stage Stores Inc in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Stage Stores Inc position peaked at $25K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held Stage Stores Inc as of Q3 2017.

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