Creative Planning’s Sypris Solutions SYPR Stock Holding History

Creative Planning’s Portfolio SYPR Stock Details SYPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,300	Closed	-$2K	–	3509
2017 Q2	$2K	Buy	+1,300	New	+$1.75K	﹤0.01%	4336
2017 Q1	–	Sell	-65,000	Closed	-$57K	–	4899
2016 Q4	$57K	Hold	65,000	–	–	﹤0.01%	2296
2016 Q3	$67K	Hold	65,000	–	–	﹤0.01%	2141
2016 Q2	$55K	Hold	65,000	–	–	﹤0.01%	2082
2016 Q1	$62K	Hold	65,000	–	–	﹤0.01%	1944
2015 Q4	$71K	Hold	65,000	–	–	﹤0.01%	1844
2015 Q3	$79K	Hold	65,000	–	–	﹤0.01%	1727
2015 Q2	$94K	Buy	65,000 +64,988	+541,567%	+$98K	﹤0.01%	979
2015 Q1	$0	Hold	12	–	–	﹤0.01%	4398
2014 Q4	$0	Hold	12	–	–	﹤0.01%	4335
2014 Q3	$0	Hold	12	–	–	﹤0.01%	4148
2014 Q2	$0	Hold	12	–	–	﹤0.01%	3949
2014 Q1	$0	Hold	12	–	–	﹤0.01%	3746
2013 Q4	$0	Hold	12	–	–	﹤0.01%	3461
2013 Q3	$0	Hold	12	–	–	﹤0.01%	3345
2013 Q2	$0	Buy	+12	New	+$40	﹤0.01%	3117

Other funds holding SYPR

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

AWW

Alan W. Weber $336M AUM 75.94% 1-Year Est. Return

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's SYPR Position: Q3 2017 in Review

Creative Planning sold out of Sypris Solutions (SYPR) in Q3 2017, closing a stake of 1,300 shares — an estimated $2K sold.

Creative Planning first reported a position in SYPR in Q2 2013 and held it in 16 quarters. The position peaked at $94K in Q2 2015. 20 funds tracked by Wall St. Rank hold SYPR as of Q3 2017.

Creative Planning reported no remaining Sypris Solutions position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,300 Sypris Solutions shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Sypris Solutions in Q2 2013 and held it in 16 quarters.
Creative Planning's Sypris Solutions position peaked at $94K in Q2 2015.
20 funds tracked by Wall St. Rank held Sypris Solutions as of Q3 2017.

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