Creative Planning
BKMU

Creative Planning’s Bank Mutual Corp BKMU Stock Holding History

Creative Planning’s Portfolio BKMU Stock Details BKMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,034
Closed -$8K – 3682
2015
Q1 		$8K Buy
+1,034
New +$7.23K ﹤0.01% 3354

Other funds holding BKMU

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Creative Planning's BKMU Position: Q2 2015 in Review

Creative Planning sold out of Bank Mutual Corp (BKMU) in Q2 2015, closing a stake of 1,034 shares — an estimated $8K sold.

Creative Planning first reported a position in BKMU in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 101 funds tracked by Wall St. Rank hold BKMU as of Q2 2015.

  • Creative Planning reported no remaining Bank Mutual Corp position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 1,034 Bank Mutual Corp shares in Q2 2015, an estimated $8K.
  • Creative Planning first reported a position in Bank Mutual Corp in Q1 2015 and held it in 1 quarter.
  • Creative Planning's Bank Mutual Corp position peaked at $8K in Q1 2015.
  • 101 funds tracked by Wall St. Rank held Bank Mutual Corp as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.