Creative Planning
AMBC.WS

Creative Planning’s Ambac Financial Group AMBC.WS Stock Holding History

Creative Planning’s Portfolio AMBC.WS Stock Details AMBC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,063
Closed -$9K – 3957
2017
Q2 		$9K Hold
1,063
– – ﹤0.01% 3709
2017
Q1 		$10K Hold
1,063
– – ﹤0.01% 3615
2016
Q4 		$13K Hold
1,063
– – ﹤0.01% 3388
2016
Q3 		$9K Hold
1,063
– – ﹤0.01% 3599
2016
Q2 		$8K Hold
1,063
– – ﹤0.01% 3418
2016
Q1 		$7K Hold
1,063
– – ﹤0.01% 3437
2015
Q4 		$7K Hold
1,063
– – ﹤0.01% 3537
2015
Q3 		$7K Buy
+1,063
New +$8.42K ﹤0.01% 3461
2015
Q2 		– Sell
-1,063
Closed -$14K – 3252
2015
Q1 		$14K Hold
1,063
– – ﹤0.01% 2998
2014
Q4 		$15K Buy
+1,063
New +$14.8K ﹤0.01% 2877

Other funds holding AMBC.WS

EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's AMBC.WS Position: Q3 2017 in Review

Creative Planning sold out of Ambac Financial Group (AMBC.WS) in Q3 2017, closing a stake of 1,063 shares — an estimated $9K sold.

Creative Planning first reported a position in AMBC.WS in Q4 2014 and held it in 10 quarters. The position peaked at $15K in Q4 2014. 8 funds tracked by Wall St. Rank hold AMBC.WS as of Q3 2017.

  • Creative Planning reported no remaining Ambac Financial Group position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,063 Ambac Financial Group shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Ambac Financial Group in Q4 2014 and held it in 10 quarters.
  • Creative Planning's Ambac Financial Group position peaked at $15K in Q4 2014.
  • 8 funds tracked by Wall St. Rank held Ambac Financial Group as of Q3 2017.

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