Creative Planning
STRR

Creative Planning’s Star Equity Holdings STRR Stock Holding History

Creative Planning’s Portfolio STRR Stock Details STRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2
Closed – – 1923
2015
Q1 		$0 Hold
2
– – ﹤0.01% 4299
2014
Q4 		$0 Hold
2
– – ﹤0.01% 4234
2014
Q3 		$0 Hold
2
– – ﹤0.01% 4069
2014
Q2 		$0 Hold
2
– – ﹤0.01% 3855
2014
Q1 		$0 Hold
2
– – ﹤0.01% 3685
2013
Q4 		$0 Hold
2
– – ﹤0.01% 3376
2013
Q3 		$0 Hold
2
– – ﹤0.01% 3270
2013
Q2 		$0 Buy
+2
New +$57 ﹤0.01% 3090

Other funds holding STRR

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
SCPM
Sagard Capital Partners Management New York $46.7M AUM 23.43% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LSVM
Lone Star Value Management Old Greenwich, Connecticut $52.7M AUM 30.18% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Creative Planning's STRR Position: Q2 2015 in Review

Creative Planning sold out of Star Equity Holdings (STRR) in Q2 2015, closing a stake of 2 shares.

Creative Planning first reported a position in STRR in Q2 2013 and held it in 8 quarters. The position peaked at $0 in Q1 2015. 40 funds tracked by Wall St. Rank hold STRR as of Q2 2015.

  • Creative Planning reported no remaining Star Equity Holdings position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 2 Star Equity Holdings shares in Q2 2015.
  • Creative Planning first reported a position in Star Equity Holdings in Q2 2013 and held it in 8 quarters.
  • Creative Planning's Star Equity Holdings position peaked at $0 in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Star Equity Holdings as of Q2 2015.

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