Creative Planning’s SunLink Health Systems SSY Stock Holding History

Creative Planning’s Portfolio SSY Stock Details SSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-7,500	Closed	-$12K	–	3485
2017 Q2	$12K	Hold	7,500	–	–	﹤0.01%	3529
2017 Q1	$12K	Hold	7,500	–	–	﹤0.01%	3490
2016 Q4	$9K	Hold	7,500	–	–	﹤0.01%	3628
2016 Q3	$9K	Hold	7,500	–	–	﹤0.01%	3591
2016 Q2	$4K	Hold	7,500	–	–	﹤0.01%	3777
2016 Q1	$4K	Hold	7,500	–	–	﹤0.01%	3720
2015 Q4	$7K	Hold	7,500	–	–	﹤0.01%	3526
2015 Q3	$13K	Buy	+7,500	New	+$12.6K	﹤0.01%	3042

Other funds holding SSY

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

WPA

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning's SSY Position: Q3 2017 in Review

Creative Planning sold out of SunLink Health Systems (SSY) in Q3 2017, closing a stake of 7,500 shares — an estimated $12K sold.

Creative Planning first reported a position in SSY in Q3 2015 and held it in 8 quarters. The position peaked at $13K in Q3 2015. 13 funds tracked by Wall St. Rank hold SSY as of Q3 2017.

Creative Planning reported no remaining SunLink Health Systems position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 7,500 SunLink Health Systems shares in Q3 2017, an estimated $12K.
Creative Planning first reported a position in SunLink Health Systems in Q3 2015 and held it in 8 quarters.
Creative Planning's SunLink Health Systems position peaked at $13K in Q3 2015.
13 funds tracked by Wall St. Rank held SunLink Health Systems as of Q3 2017.

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