Creative Planning
GECC icon

Creative Planning’s Great Elm Capital Corp GECC Stock Holding History

Creative Planning’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-125
Closed -$8K – 2585
2017
Q2 		$8K Buy
+125
New +$8.11K ﹤0.01% 3744
2017
Q1 		– Sell
-5
Closed – – 4745
2016
Q4 		$0 Buy
+5
New +$326 ﹤0.01% 4691

Other funds holding GECC

KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return

Creative Planning's GECC Position: Q3 2017 in Review

Creative Planning sold out of Great Elm Capital Corp (GECC) in Q3 2017, closing a stake of 125 shares — an estimated $8K sold.

Creative Planning first reported a position in GECC in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q2 2017. 16 funds tracked by Wall St. Rank hold GECC as of Q3 2017.

  • Creative Planning reported no remaining Great Elm Capital Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 125 Great Elm Capital Corp shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Great Elm Capital Corp in Q4 2016 and held it in 2 quarters.
  • Creative Planning's Great Elm Capital Corp position peaked at $8K in Q2 2017.
  • 16 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q3 2017.

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