Creative Planning
FMBI

Creative Planning’s First Midwest Bancorp Inc/IL FMBI Stock Holding History

Creative Planning’s Portfolio FMBI Stock Details FMBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$10K – 4927
2016
Q3 		$10K Hold
500
– – ﹤0.01% 3547
2016
Q2 		$9K Hold
500
– – ﹤0.01% 3346
2016
Q1 		$9K Hold
500
– – ﹤0.01% 3308
2015
Q4 		$9K Hold
500
– – ﹤0.01% 3381
2015
Q3 		$9K Buy
+500
New +$9.09K ﹤0.01% 3287
2015
Q2 		– Sell
-100
Closed -$2K – 3343
2015
Q1 		$2K Buy
+100
New +$1.67K ﹤0.01% 3937
2013
Q4 		– Sell
-545
Closed -$8K – 3522
2013
Q3 		$8K Buy
+545
New +$8.27K ﹤0.01% 2571

Other funds holding FMBI

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Creative Planning's FMBI Position: Q4 2016 in Review

Creative Planning sold out of First Midwest Bancorp Inc/IL (FMBI) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

Creative Planning first reported a position in FMBI in Q3 2013 and held it in 7 quarters. The position peaked at $10K in Q3 2016. 200 funds tracked by Wall St. Rank hold FMBI as of Q4 2016.

  • Creative Planning reported no remaining First Midwest Bancorp Inc/IL position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 500 First Midwest Bancorp Inc/IL shares in Q4 2016, an estimated $10K.
  • Creative Planning first reported a position in First Midwest Bancorp Inc/IL in Q3 2013 and held it in 7 quarters.
  • Creative Planning's First Midwest Bancorp Inc/IL position peaked at $10K in Q3 2016.
  • 200 funds tracked by Wall St. Rank held First Midwest Bancorp Inc/IL as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.