Creative Planning
STFC

Creative Planning’s State Auto Financial Corp STFC Stock Holding History

Creative Planning’s Portfolio STFC Stock Details STFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-49
Closed -$1K – 4153
2015
Q1 		$1K Buy
+49
New +$1.12K ﹤0.01% 4170

Other funds holding STFC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Force Capital Management New York $11.4M AUM 5.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's STFC Position: Q2 2015 in Review

Creative Planning sold out of State Auto Financial Corp (STFC) in Q2 2015, closing a stake of 49 shares — an estimated $1K sold.

Creative Planning first reported a position in STFC in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 84 funds tracked by Wall St. Rank hold STFC as of Q2 2015.

  • Creative Planning reported no remaining State Auto Financial Corp position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 49 State Auto Financial Corp shares in Q2 2015, an estimated $1K.
  • Creative Planning first reported a position in State Auto Financial Corp in Q1 2015 and held it in 1 quarter.
  • Creative Planning's State Auto Financial Corp position peaked at $1K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held State Auto Financial Corp as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.