Creative Planning
FMD

Creative Planning’s FIRST MARBLEHEAD CORP COM STK NEW (DE) FMD Stock Holding History

Creative Planning’s Portfolio FMD Stock Details FMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-17
Closed – – 4087
2014
Q1 		$0 Buy
+17
New +$112 ﹤0.01% 3871
2013
Q4 		– Sell
-200
Closed -$2K – 3593
2013
Q3 		$2K Buy
+200
New +$2.48K ﹤0.01% 3043

Other funds holding FMD

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Creative Planning's FMD Position: Q2 2014 in Review

Creative Planning sold out of FIRST MARBLEHEAD CORP COM STK NEW (DE) (FMD) in Q2 2014, closing a stake of 17 shares.

Creative Planning first reported a position in FMD in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 45 funds tracked by Wall St. Rank hold FMD as of Q2 2014.

  • Creative Planning reported no remaining FIRST MARBLEHEAD CORP COM STK NEW (DE) position as of Q2 2014 after selling out during the quarter.
  • Creative Planning sold 17 FIRST MARBLEHEAD CORP COM STK NEW (DE) shares in Q2 2014.
  • Creative Planning first reported a position in FIRST MARBLEHEAD CORP COM STK NEW (DE) in Q3 2013 and held it in 2 quarters.
  • Creative Planning's FIRST MARBLEHEAD CORP COM STK NEW (DE) position peaked at $2K in Q3 2013.
  • 45 funds tracked by Wall St. Rank held FIRST MARBLEHEAD CORP COM STK NEW (DE) as of Q2 2014.

Based on Creative Planning's 13F filing for Q2 2014, filed 20 Aug 2014.