Creative Planning
SYNT

Creative Planning’s Syntel Inc SYNT Stock Holding History

Creative Planning’s Portfolio SYNT Stock Details SYNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,290
Closed -$22K – 4390
2017
Q2 		$22K Hold
1,290
– – ﹤0.01% 3141
2017
Q1 		$22K Hold
1,290
– – ﹤0.01% 3079
2016
Q4 		$26K Hold
1,290
– – ﹤0.01% 2913
2016
Q3 		$54K Buy
1,290
+1,200
+1,333% +$53.7K ﹤0.01% 2306
2016
Q2 		$4K Hold
90
– – ﹤0.01% 3813
2016
Q1 		$4K Sell
90
-200
-69% -$9.16K ﹤0.01% 3743
2015
Q4 		$13K Buy
290
+200
+222% +$9.34K ﹤0.01% 3156
2015
Q3 		$4K Buy
+90
New +$3.94K ﹤0.01% 3771
2014
Q4 		– Sell
-50
Closed -$2K – 4446
2014
Q3 		$2K Sell
50
-50
-50% -$2.2K ﹤0.01% 3733
2014
Q2 		$4K Buy
+100
New +$4.11K ﹤0.01% 3349

Other funds holding SYNT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's SYNT Position: Q3 2017 in Review

Creative Planning sold out of Syntel Inc (SYNT) in Q3 2017, closing a stake of 1,290 shares — an estimated $22K sold.

Creative Planning first reported a position in SYNT in Q2 2014 and held it in 10 quarters. The position peaked at $54K in Q3 2016. 142 funds tracked by Wall St. Rank hold SYNT as of Q3 2017.

  • Creative Planning reported no remaining Syntel Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,290 Syntel Inc shares in Q3 2017, an estimated $22K.
  • Creative Planning first reported a position in Syntel Inc in Q2 2014 and held it in 10 quarters.
  • Creative Planning's Syntel Inc position peaked at $54K in Q3 2016.
  • 142 funds tracked by Wall St. Rank held Syntel Inc as of Q3 2017.

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