Creative Planning
STJ

Creative Planning’s St Jude Medical STJ Stock Holding History

Creative Planning’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28,735
Closed -$2.3M – 5138
2016
Q4 		$2.3M Sell
28,735
-2,153
-7% -$171K 0.01% 364
2016
Q3 		$2.46M Buy
30,888
+1,470
+5% +$119K 0.02% 332
2016
Q2 		$2.29M Buy
29,418
+3,358
+13% +$239K 0.02% 306
2016
Q1 		$1.43M Sell
26,060
-190
-0.7% -$10.4K 0.01% 398
2015
Q4 		$1.62M Buy
26,250
+772
+3% +$48.7K 0.01% 359
2015
Q3 		$1.61M Sell
25,478
-587
-2% -$41.9K 0.01% 346
2015
Q2 		$1.91M Buy
26,065
+1,954
+8% +$141K 0.02% 299
2015
Q1 		$1.58M Buy
24,111
+73
+0.3% +$4.85K 0.01% 335
2014
Q4 		$1.56M Buy
24,038
+2,328
+11% +$150K 0.02% 331
2014
Q3 		$1.3M Buy
21,710
+2,055
+10% +$134K 0.02% 332
2014
Q2 		$1.36M Buy
19,655
+701
+4% +$45.4K 0.02% 309
2014
Q1 		$1.24M Buy
18,954
+3,191
+20% +$208K 0.02% 311
2013
Q4 		$977K Buy
15,763
+86
+0.5% +$4.98K 0.02% 309
2013
Q3 		$841K Buy
15,677
+2,548
+19% +$131K 0.02% 306
2013
Q2 		$599K Buy
+13,129
New +$569K 0.01% 360

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Creative Planning's STJ Position: Q1 2017 in Review

Creative Planning sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 28,735 shares — an estimated $2.3M sold.

Creative Planning first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $2.46M in Q3 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Creative Planning reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 28,735 St Jude Medical shares in Q1 2017, an estimated $2.3M.
  • Creative Planning first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Creative Planning's St Jude Medical position peaked at $2.46M in Q3 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.