Creative Planning
SZMK

Creative Planning’s SIZMEK INC COM STK (DE) SZMK Stock Holding History

Creative Planning’s Portfolio SZMK Stock Details SZMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,000
Closed -$7K – 4731
2015
Q4 		$7K Hold
2,000
– – ﹤0.01% 3550
2015
Q3 		$12K Buy
+2,000
New +$13.6K ﹤0.01% 3111

Other funds holding SZMK

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's SZMK Position: Q1 2016 in Review

Creative Planning sold out of SIZMEK INC COM STK (DE) (SZMK) in Q1 2016, closing a stake of 2,000 shares — an estimated $7K sold.

Creative Planning first reported a position in SZMK in Q3 2015 and held it in 2 quarters. The position peaked at $12K in Q3 2015. 91 funds tracked by Wall St. Rank hold SZMK as of Q1 2016.

  • Creative Planning reported no remaining SIZMEK INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 2,000 SIZMEK INC COM STK (DE) shares in Q1 2016, an estimated $7K.
  • Creative Planning first reported a position in SIZMEK INC COM STK (DE) in Q3 2015 and held it in 2 quarters.
  • Creative Planning's SIZMEK INC COM STK (DE) position peaked at $12K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held SIZMEK INC COM STK (DE) as of Q1 2016.

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