Creative Planning
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Creative Planning’s Banco Macro BMA Stock Holding History

Creative Planning’s Portfolio BMA Stock Details BMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-92
Closed -$8K – 2101
2017
Q2 		$8K Sell
92
-100
-52% -$8.8K ﹤0.01% 3733
2017
Q1 		$17K Sell
192
-66
-26% -$5.24K ﹤0.01% 3211
2016
Q4 		$17K Buy
258
+38
+17% +$2.74K ﹤0.01% 3167
2016
Q3 		$17K Buy
220
+100
+83% +$7.61K ﹤0.01% 3154
2016
Q2 		$9K Hold
120
– – ﹤0.01% 3299
2016
Q1 		$8K Hold
120
– – ﹤0.01% 3321
2015
Q4 		$7K Buy
120
+28
+30% +$1.52K ﹤0.01% 3485
2015
Q3 		$4K Buy
+92
New +$4.12K ﹤0.01% 3695
2015
Q2 		– Sell
-292
Closed -$17K – 1321
2015
Q1 		$17K Buy
292
+200
+217% +$9.91K ﹤0.01% 2835
2014
Q4 		$4K Hold
92
– – ﹤0.01% 3576
2014
Q3 		$4K Hold
92
– – ﹤0.01% 3374
2014
Q2 		$3K Hold
92
– – ﹤0.01% 3388
2014
Q1 		$3K Buy
+92
New +$2.06K ﹤0.01% 3243

Other funds holding BMA

CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Creative Planning's BMA Position: Q3 2017 in Review

Creative Planning sold out of Banco Macro (BMA) in Q3 2017, closing a stake of 92 shares — an estimated $8K sold.

Creative Planning first reported a position in BMA in Q1 2014 and held it in 13 quarters. The position peaked at $17K in Q1 2017. 136 funds tracked by Wall St. Rank hold BMA as of Q3 2017.

  • Creative Planning reported no remaining Banco Macro position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 92 Banco Macro shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Banco Macro in Q1 2014 and held it in 13 quarters.
  • Creative Planning's Banco Macro position peaked at $17K in Q1 2017.
  • 136 funds tracked by Wall St. Rank held Banco Macro as of Q3 2017.

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