Creative Planning
SYT

Creative Planning’s Syngenta Ag SYT Stock Holding History

Creative Planning’s Portfolio SYT Stock Details SYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,012
Closed -$94K – 4484
2017
Q2 		$94K Sell
1,012
-644
-39% -$59.2K ﹤0.01% 2039
2017
Q1 		$147K Buy
1,656
+188
+13% +$16.1K ﹤0.01% 1701
2016
Q4 		$116K Buy
1,468
+150
+11% +$12.1K ﹤0.01% 1765
2016
Q3 		$115K Buy
1,318
+415
+46% +$34.2K ﹤0.01% 1758
2016
Q2 		$69K Sell
903
-91
-9% -$7.37K ﹤0.01% 1925
2016
Q1 		$82K Sell
994
-100
-9% -$7.87K ﹤0.01% 1754
2015
Q4 		$86K Sell
1,094
-14
-1% -$1K ﹤0.01% 1733
2015
Q3 		$71K Buy
+1,108
New +$84.4K ﹤0.01% 1808
2015
Q2 		– Sell
-1,149
Closed -$78K – 3685
2015
Q1 		$78K Sell
1,149
-61
-5% -$4.11K ﹤0.01% 1719
2014
Q4 		$78K Sell
1,210
-448
-27% -$28.2K ﹤0.01% 1699
2014
Q3 		$105K Buy
1,658
+889
+116% +$62.9K ﹤0.01% 1442
2014
Q2 		$58K Sell
769
-22
-3% -$1.69K ﹤0.01% 1789
2014
Q1 		$60K Sell
791
-6
-0.8% -$446 ﹤0.01% 1696
2013
Q4 		$64K Sell
797
-508
-39% -$40.1K ﹤0.01% 1448
2013
Q3 		$106K Buy
1,305
+193
+17% +$15.5K ﹤0.01% 1081
2013
Q2 		$87K Buy
+1,112
New +$90.1K ﹤0.01% 1062

Other funds holding SYT

Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $187M AUM 179.87% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Creative Planning's SYT Position: Q3 2017 in Review

Creative Planning sold out of Syngenta Ag (SYT) in Q3 2017, closing a stake of 1,012 shares — an estimated $94K sold.

Creative Planning first reported a position in SYT in Q2 2013 and held it in 16 quarters. The position peaked at $147K in Q1 2017. 97 funds tracked by Wall St. Rank hold SYT as of Q3 2017.

  • Creative Planning reported no remaining Syngenta Ag position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,012 Syngenta Ag shares in Q3 2017, an estimated $94K.
  • Creative Planning first reported a position in Syngenta Ag in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Syngenta Ag position peaked at $147K in Q1 2017.
  • 97 funds tracked by Wall St. Rank held Syngenta Ag as of Q3 2017.

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