Creative Planning
SUNS

Creative Planning’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Creative Planning’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,610
Closed -$44K – 4057
2017
Q2 		$44K Buy
2,610
+4
+0.2% +$70 ﹤0.01% 2619
2017
Q1 		$47K Buy
2,606
+5
+0.2% +$86 ﹤0.01% 2527
2016
Q4 		$43K Buy
2,601
+2,001
+334% +$32.4K ﹤0.01% 2519
2016
Q3 		$10K Buy
600
+200
+50% +$3.32K ﹤0.01% 3546
2016
Q2 		$6K Hold
400
– – ﹤0.01% 3572
2016
Q1 		$6K Buy
+400
New +$5.58K ﹤0.01% 3526

Other funds holding SUNS

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Creative Planning's SUNS Position: Q3 2017 in Review

Creative Planning sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q3 2017, closing a stake of 2,610 shares — an estimated $44K sold.

Creative Planning first reported a position in SUNS in Q1 2016 and held it in 6 quarters. The position peaked at $47K in Q1 2017. 50 funds tracked by Wall St. Rank hold SUNS as of Q3 2017.

  • Creative Planning reported no remaining SLR Senior Investment Corp. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,610 SLR Senior Investment Corp. Common Stock shares in Q3 2017, an estimated $44K.
  • Creative Planning first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2016 and held it in 6 quarters.
  • Creative Planning's SLR Senior Investment Corp. Common Stock position peaked at $47K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.