Creative Planning
STSA

Creative Planning’s STERLING FINL CORP (WA) COM NEW STSA Stock Holding History

Creative Planning’s Portfolio STSA Stock Details STSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-11
Closed – – 4179
2014
Q1 		$0 Hold
11
– – ﹤0.01% 3948
2013
Q4 		$0 Hold
11
– – ﹤0.01% 3699
2013
Q3 		$0 Hold
11
– – ﹤0.01% 3548
2013
Q2 		$0 Buy
+11
New +$243 ﹤0.01% 3205

Other funds holding STSA

GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Creative Planning's STSA Position: Q2 2014 in Review

Creative Planning sold out of STERLING FINL CORP (WA) COM NEW (STSA) in Q2 2014, closing a stake of 11 shares.

Creative Planning first reported a position in STSA in Q2 2013 and held it in 4 quarters. The position peaked at $0 in Q1 2014. 1 fund tracked by Wall St. Rank holds STSA as of Q2 2014.

  • Creative Planning reported no remaining STERLING FINL CORP (WA) COM NEW position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 11 STERLING FINL CORP (WA) COM NEW shares in Q2 2014.
  • Creative Planning first reported a position in STERLING FINL CORP (WA) COM NEW in Q2 2013 and held it in 4 quarters.
  • Creative Planning's STERLING FINL CORP (WA) COM NEW position peaked at $0 in Q1 2014.
  • 1 fund tracked by Wall St. Rank held STERLING FINL CORP (WA) COM NEW as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.