Creative Planning
JCAP

Creative Planning’s Jernigan Capital, Inc. JCAP Stock Holding History

Creative Planning’s Portfolio JCAP Stock Details JCAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$9K – 4166
2017
Q2 		$9K Buy
400
+200
+100% +$4.56K ﹤0.01% 3712
2017
Q1 		$5K Buy
+200
New +$4.33K ﹤0.01% 3996
2016
Q4 		– Sell
-2,790
Closed -$53K – 4945
2016
Q3 		$53K Buy
2,790
+312
+13% +$5.14K ﹤0.01% 2319
2016
Q2 		$35K Buy
2,478
+78
+3% +$1.03K ﹤0.01% 2401
2016
Q1 		$37K Buy
+2,400
New +$35.6K ﹤0.01% 2317

Other funds holding JCAP

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Creative Planning's JCAP Position: Q3 2017 in Review

Creative Planning sold out of Jernigan Capital, Inc. (JCAP) in Q3 2017, closing a stake of 400 shares — an estimated $9K sold.

Creative Planning first reported a position in JCAP in Q1 2016 and held it in 5 quarters. The position peaked at $53K in Q3 2016. 86 funds tracked by Wall St. Rank hold JCAP as of Q3 2017.

  • Creative Planning reported no remaining Jernigan Capital, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 400 Jernigan Capital, Inc. shares in Q3 2017, an estimated $9K.
  • Creative Planning first reported a position in Jernigan Capital, Inc. in Q1 2016 and held it in 5 quarters.
  • Creative Planning's Jernigan Capital, Inc. position peaked at $53K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Jernigan Capital, Inc. as of Q3 2017.

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