Creative Planning
BMC

Creative Planning’s BMC SOFTWARE, INC BMC Stock Holding History

Creative Planning’s Portfolio BMC Stock Details BMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,318
Closed -$59K – 3522
2013
Q2 		$59K Buy
+1,318
New +$59.5K ﹤0.01% 1302

Other funds holding BMC

MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return
TCM
Touradji Capital Management Boca Raton, Florida $2.74M AUM 52.72% 1-Year Est. Return

Creative Planning's BMC Position: Q3 2013 in Review

Creative Planning sold out of BMC SOFTWARE, INC (BMC) in Q3 2013, closing a stake of 1,318 shares — an estimated $59K sold.

Creative Planning first reported a position in BMC in Q2 2013 and held it in 1 quarter. The position peaked at $59K in Q2 2013. 4 funds tracked by Wall St. Rank hold BMC as of Q3 2013.

  • Creative Planning reported no remaining BMC SOFTWARE, INC position as of Q3 2013 after selling out during the quarter.
  • Creative Planning sold 1,318 BMC SOFTWARE, INC shares in Q3 2013, an estimated $59K.
  • Creative Planning first reported a position in BMC SOFTWARE, INC in Q2 2013 and held it in 1 quarter.
  • Creative Planning's BMC SOFTWARE, INC position peaked at $59K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held BMC SOFTWARE, INC as of Q3 2013.

Based on Creative Planning's 13F filing for Q3 2013, filed 10 Oct 2013.