Creative Planning’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Creative Planning’s Portfolio SWI Stock Details SWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-363	Closed	-$21K	–	4778
2015 Q4	$21K	Hold	363	–	–	﹤0.01%	2832
2015 Q3	$14K	Buy	+363	New	+$14.9K	﹤0.01%	3014
2015 Q2	–	Sell	-363	Closed	-$19K	–	3933
2015 Q1	$19K	Buy	363 +200	+123%	+$9.94K	﹤0.01%	2778
2014 Q4	$8K	Sell	163 -176	-52%	-$8.38K	﹤0.01%	3276
2014 Q3	$14K	Buy	339 +176	+108%	+$7.31K	﹤0.01%	2770
2014 Q2	$6K	Sell	163 -900	-85%	-$36K	﹤0.01%	3169
2014 Q1	$45K	Hold	1,063	–	–	﹤0.01%	1872
2013 Q4	$40K	Buy	1,063 +900	+552%	+$31.4K	﹤0.01%	1758
2013 Q3	$6K	Hold	163	–	–	﹤0.01%	2694
2013 Q2	$6K	Buy	+163	New	+$7.47K	﹤0.01%	2501

Other funds holding SWI

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning's SWI Position: Q1 2016 in Review

Creative Planning sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2016, closing a stake of 363 shares — an estimated $21K sold.

Creative Planning first reported a position in SWI in Q2 2013 and held it in 10 quarters. The position peaked at $45K in Q1 2014. 4 funds tracked by Wall St. Rank hold SWI as of Q1 2016.

Creative Planning reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 363 SOLARWINDS INC COM STK (DE) shares in Q1 2016, an estimated $21K.
Creative Planning first reported a position in SOLARWINDS INC COM STK (DE) in Q2 2013 and held it in 10 quarters.
Creative Planning's SOLARWINDS INC COM STK (DE) position peaked at $45K in Q1 2014.
4 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.