Creative Planning
EMCI

Creative Planning’s EMC INS Group Inc EMCI Stock Holding History

Creative Planning’s Portfolio EMCI Stock Details EMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-950
Closed -$26K – 4278
2017
Q2 		$26K Hold
950
– – ﹤0.01% 3011
2017
Q1 		$27K Hold
950
– – ﹤0.01% 2936
2016
Q4 		$29K Buy
950
+200
+27% +$5.5K ﹤0.01% 2835
2016
Q3 		$20K Hold
750
– – ﹤0.01% 3073
2016
Q2 		$21K Hold
750
– – ﹤0.01% 2780
2016
Q1 		$19K Buy
+750
New +$18.1K ﹤0.01% 2811

Other funds holding EMCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's EMCI Position: Q3 2017 in Review

Creative Planning sold out of EMC INS Group Inc (EMCI) in Q3 2017, closing a stake of 950 shares — an estimated $26K sold.

Creative Planning first reported a position in EMCI in Q1 2016 and held it in 6 quarters. The position peaked at $29K in Q4 2016. 68 funds tracked by Wall St. Rank hold EMCI as of Q3 2017.

  • Creative Planning reported no remaining EMC INS Group Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 950 EMC INS Group Inc shares in Q3 2017, an estimated $26K.
  • Creative Planning first reported a position in EMC INS Group Inc in Q1 2016 and held it in 6 quarters.
  • Creative Planning's EMC INS Group Inc position peaked at $29K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q3 2017.

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