Creative Planning
JMI

Creative Planning’s JAVELIN MTG INVESTMENT CORP COM JMI Stock Holding History

Creative Planning’s Portfolio JMI Stock Details JMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-5,763
Closed -$41K – 4736
2016
Q1 		$41K Sell
5,763
-2,761
-32% -$17.5K ﹤0.01% 2245
2015
Q4 		$53K Buy
8,524
+131
+2% +$823 ﹤0.01% 2077
2015
Q3 		$51K Buy
+8,393
New +$57.2K ﹤0.01% 2032
2015
Q2 		– Sell
-4,895
Closed -$37K – 3901
2015
Q1 		$37K Buy
4,895
+3,674
+301% +$33.3K ﹤0.01% 2243
2014
Q4 		$13K Buy
1,221
+46
+4% +$562 ﹤0.01% 2988
2014
Q3 		$14K Buy
1,175
+27
+2% +$355 ﹤0.01% 2769
2014
Q2 		$16K Hold
1,148
– – ﹤0.01% 2643
2014
Q1 		$15K Sell
1,148
-30
-3% -$427 ﹤0.01% 2569
2013
Q4 		$16K Buy
+1,178
New +$14.4K ﹤0.01% 2334

Creative Planning's JMI Position: Q2 2016 in Review

Creative Planning sold out of JAVELIN MTG INVESTMENT CORP COM (JMI) in Q2 2016, closing a stake of 5,763 shares — an estimated $41K sold.

Creative Planning first reported a position in JMI in Q4 2013 and held it in 9 quarters. The position peaked at $53K in Q4 2015. 0 funds tracked by Wall St. Rank hold JMI as of Q2 2016.

  • Creative Planning reported no remaining JAVELIN MTG INVESTMENT CORP COM position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 5,763 JAVELIN MTG INVESTMENT CORP COM shares in Q2 2016, an estimated $41K.
  • Creative Planning first reported a position in JAVELIN MTG INVESTMENT CORP COM in Q4 2013 and held it in 9 quarters.
  • Creative Planning's JAVELIN MTG INVESTMENT CORP COM position peaked at $53K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held JAVELIN MTG INVESTMENT CORP COM as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.