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
2017
Q2 		– Sell
-100
Closed -$27K – 4823
2017
Q1 		$27K Hold
100
– – ﹤0.01% 2923
2016
Q4 		$25K Sell
100
-10
-9% -$2.36K ﹤0.01% 2932
2016
Q3 		$28K Buy
110
+100
+1,000% +$26.4K ﹤0.01% 2802
2016
Q2 		$3K Buy
+10
New +$2.65K ﹤0.01% 3911
2015
Q4 		– Sell
-30
Closed -$6K – 4571
2015
Q3 		$6K Buy
+30
New +$6.04K ﹤0.01% 3532

Other funds holding STRR

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

Creative Planning's STRR Position: Q2 2017 in Review

Creative Planning sold out of Star Equity Holdings (STRR) in Q2 2017, closing a stake of 100 shares — an estimated $27K sold.

Creative Planning first reported a position in STRR in Q3 2015 and held it in 5 quarters. The position peaked at $28K in Q3 2016. 48 funds tracked by Wall St. Rank hold STRR as of Q2 2017.

  • Creative Planning reported no remaining Star Equity Holdings position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 100 Star Equity Holdings shares in Q2 2017, an estimated $27K.
  • Creative Planning first reported a position in Star Equity Holdings in Q3 2015 and held it in 5 quarters.
  • Creative Planning's Star Equity Holdings position peaked at $28K in Q3 2016.
  • 48 funds tracked by Wall St. Rank held Star Equity Holdings as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.