Creative Planning’s Summer Infant, Inc. SUMR Stock Holding History

Creative Planning’s Portfolio SUMR Stock Details SUMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-444	Closed	-$11K	–	3476
2015 Q1	$11K	Hold	444	–	–	﹤0.01%	3161
2014 Q4	$13K	Hold	444	–	–	﹤0.01%	2980
2014 Q3	$14K	Sell	444 -667	-60%	-$23K	﹤0.01%	2762
2014 Q2	$29K	Hold	1,111	–	–	﹤0.01%	2262
2014 Q1	$21K	Hold	1,111	–	–	﹤0.01%	2348
2013 Q4	$18K	Hold	1,111	–	–	﹤0.01%	2261
2013 Q3	$28K	Hold	1,111	–	–	﹤0.01%	1903
2013 Q2	$31K	Buy	+1,111	New	+$30.1K	﹤0.01%	1667

Other funds holding SUMR

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Diker Management New York $112M AUM 59.78% 1-Year Est. Return

Creative Planning's SUMR Position: Q2 2015 in Review

Creative Planning sold out of Summer Infant, Inc. (SUMR) in Q2 2015, closing a stake of 444 shares — an estimated $11K sold.

Creative Planning first reported a position in SUMR in Q2 2013 and held it in 8 quarters. The position peaked at $31K in Q2 2013. 25 funds tracked by Wall St. Rank hold SUMR as of Q2 2015.

Creative Planning reported no remaining Summer Infant, Inc. position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 444 Summer Infant, Inc. shares in Q2 2015, an estimated $11K.
Creative Planning first reported a position in Summer Infant, Inc. in Q2 2013 and held it in 8 quarters.
Creative Planning's Summer Infant, Inc. position peaked at $31K in Q2 2013.
25 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q2 2015.

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