Creative Planning
ICMB icon

Creative Planning’s Investcorp Credit Management BDC ICMB Stock Holding History

Creative Planning’s Portfolio ICMB Stock Details ICMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-497
Closed -$5K – 2733
2017
Q2 		$5K Hold
497
– – ﹤0.01% 3987
2017
Q1 		$5K Buy
+497
New +$4.88K ﹤0.01% 3955

Other funds holding ICMB

CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Creative Planning's ICMB Position: Q3 2017 in Review

Creative Planning sold out of Investcorp Credit Management BDC (ICMB) in Q3 2017, closing a stake of 497 shares — an estimated $5K sold.

Creative Planning first reported a position in ICMB in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 30 funds tracked by Wall St. Rank hold ICMB as of Q3 2017.

  • Creative Planning reported no remaining Investcorp Credit Management BDC position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 497 Investcorp Credit Management BDC shares in Q3 2017, an estimated $5K.
  • Creative Planning first reported a position in Investcorp Credit Management BDC in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Investcorp Credit Management BDC position peaked at $5K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held Investcorp Credit Management BDC as of Q3 2017.

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