Creative Planning’s Servotronics SVT Stock Holding History

Creative Planning’s Portfolio SVT Stock Details SVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-500	Closed	-$4K	–	4334
2014 Q3	$4K	Buy	+500	New	+$3.59K	﹤0.01%	3418

Other funds holding SVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SKK

Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's SVT Position: Q4 2014 in Review

Creative Planning sold out of Servotronics (SVT) in Q4 2014, closing a stake of 500 shares — an estimated $4K sold.

Creative Planning first reported a position in SVT in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 12 funds tracked by Wall St. Rank hold SVT as of Q4 2014.

Creative Planning reported no remaining Servotronics position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 500 Servotronics shares in Q4 2014, an estimated $4K.
Creative Planning first reported a position in Servotronics in Q3 2014 and held it in 1 quarter.
Creative Planning's Servotronics position peaked at $4K in Q3 2014.
12 funds tracked by Wall St. Rank held Servotronics as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.