Creative Planning
STB

Creative Planning’s Student Transportation Inc STB Stock Holding History

Creative Planning’s Portfolio STB Stock Details STB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,800
Closed -$29K – 4446
2017
Q2 		$29K Sell
4,800
-200
-4% -$1.19K ﹤0.01% 2925
2017
Q1 		$29K Sell
5,000
-15,500
-76% -$86.7K ﹤0.01% 2876
2016
Q4 		$115K Buy
20,500
+12,000
+141% +$69.3K ﹤0.01% 1775
2016
Q3 		$51K Buy
8,500
+6,500
+325% +$35.7K ﹤0.01% 2346
2016
Q2 		$10K Sell
2,000
-500
-20% -$2.47K ﹤0.01% 3281
2016
Q1 		$13K Buy
2,500
+1,500
+150% +$6.28K ﹤0.01% 3080
2015
Q4 		$4K Sell
1,000
-1,200
-55% -$4.83K ﹤0.01% 3844
2015
Q3 		$9K Sell
2,200
-12,300
-85% -$51.9K ﹤0.01% 3302
2015
Q2 		$67K Hold
14,500
– – ﹤0.01% 1013
2015
Q1 		$78K Sell
14,500
-400
-3% -$2.29K ﹤0.01% 1718
2014
Q4 		$93K Hold
14,900
– – ﹤0.01% 1589
2014
Q3 		$93K Hold
14,900
– – ﹤0.01% 1533
2014
Q2 		$99K Sell
14,900
-200
-1% -$1.26K ﹤0.01% 1434
2014
Q1 		$93K Buy
15,100
+14,300
+1,788% +$88.3K ﹤0.01% 1445
2013
Q4 		$5K Sell
800
-1,070
-57% -$6.74K ﹤0.01% 2868
2013
Q3 		$12K Buy
1,870
+770
+70% +$4.88K ﹤0.01% 2377
2013
Q2 		$7K Buy
+1,100
New +$6.64K ﹤0.01% 2438

Other funds holding STB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Creative Planning's STB Position: Q3 2017 in Review

Creative Planning sold out of Student Transportation Inc (STB) in Q3 2017, closing a stake of 4,800 shares — an estimated $29K sold.

Creative Planning first reported a position in STB in Q2 2013 and held it in 17 quarters. The position peaked at $115K in Q4 2016. 77 funds tracked by Wall St. Rank hold STB as of Q3 2017.

  • Creative Planning reported no remaining Student Transportation Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,800 Student Transportation Inc shares in Q3 2017, an estimated $29K.
  • Creative Planning first reported a position in Student Transportation Inc in Q2 2013 and held it in 17 quarters.
  • Creative Planning's Student Transportation Inc position peaked at $115K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held Student Transportation Inc as of Q3 2017.

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