Creative Planning’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

Creative Planning’s Portfolio BSMX Stock Details BSMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,100	Closed	-$10K	–	4598
2015 Q4	$10K	Hold	1,100	–	–	﹤0.01%	3323
2015 Q3	$8K	Buy	+1,100	New	+$9.13K	﹤0.01%	3375
2014 Q4	–	Sell	-154	Closed	-$2K	–	4394
2014 Q3	$2K	Buy	+154	New	+$2.12K	﹤0.01%	3715

Other funds holding BSMX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Creative Planning's BSMX Position: Q1 2016 in Review

Creative Planning sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q1 2016, closing a stake of 1,100 shares — an estimated $10K sold.

Creative Planning first reported a position in BSMX in Q3 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 102 funds tracked by Wall St. Rank hold BSMX as of Q1 2016.

Creative Planning reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q1 2016 after selling out during the quarter.
Creative Planning sold 1,100 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q1 2016, an estimated $10K.
Creative Planning first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q3 2014 and held it in 3 quarters.
Creative Planning's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $10K in Q4 2015.
102 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q1 2016.

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