Creative Planning
SUP

Creative Planning’s Superior Industries International SUP Stock Holding History

Creative Planning’s Portfolio SUP Stock Details SUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-663
Closed -$14K – 3500
2017
Q2 		$14K Buy
663
+175
+36% +$3.63K ﹤0.01% 3420
2017
Q1 		$12K Hold
488
– – ﹤0.01% 3491
2016
Q4 		$13K Buy
488
+7
+1% +$185 ﹤0.01% 3381
2016
Q3 		$14K Hold
481
– – ﹤0.01% 3283
2016
Q2 		$13K Hold
481
– – ﹤0.01% 3087
2016
Q1 		$11K Hold
481
– – ﹤0.01% 3177
2015
Q4 		$9K Sell
481
-65
-12% -$1.24K ﹤0.01% 3370
2015
Q3 		$10K Buy
+546
New +$10K ﹤0.01% 3214
2015
Q2 		– Sell
-481
Closed -$9K – 2784
2015
Q1 		$9K Sell
481
-2,000
-81% -$38K ﹤0.01% 3268
2014
Q4 		$49K Hold
2,481
– – ﹤0.01% 2025
2014
Q3 		$43K Sell
2,481
-200
-7% -$3.9K ﹤0.01% 2026
2014
Q2 		$55K Buy
2,681
+1,000
+59% +$20.3K ﹤0.01% 1822
2014
Q1 		$34K Buy
1,681
+400
+31% +$7.62K ﹤0.01% 2057
2013
Q4 		$26K Hold
1,281
– – ﹤0.01% 2033
2013
Q3 		$23K Buy
1,281
+700
+120% +$12.6K ﹤0.01% 2017
2013
Q2 		$10K Buy
+581
New +$10.5K ﹤0.01% 2285

Other funds holding SUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's SUP Position: Q3 2017 in Review

Creative Planning sold out of Superior Industries International (SUP) in Q3 2017, closing a stake of 663 shares — an estimated $14K sold.

Creative Planning first reported a position in SUP in Q2 2013 and held it in 16 quarters. The position peaked at $55K in Q2 2014. 133 funds tracked by Wall St. Rank hold SUP as of Q3 2017.

  • Creative Planning reported no remaining Superior Industries International position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 663 Superior Industries International shares in Q3 2017, an estimated $14K.
  • Creative Planning first reported a position in Superior Industries International in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Superior Industries International position peaked at $55K in Q2 2014.
  • 133 funds tracked by Wall St. Rank held Superior Industries International as of Q3 2017.

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