Creative Planning
LOAN

Creative Planning’s Manhattan Bridge Capital LOAN Stock Holding History

Creative Planning’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-48,645
Closed -$49K – 2071
2019
Q1 		$49K Buy
+48,645
New +$301K ﹤0.01% 1779
2016
Q4 		– Sell
-200
Closed -$1K – 4738
2016
Q3 		$1K Hold
200
– – ﹤0.01% 4403
2016
Q2 		$1K Hold
200
– – ﹤0.01% 4177
2016
Q1 		$1K Buy
+200
New +$826 ﹤0.01% 4137

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
TA
TCG Advisors Austin, Texas $1.03M AUM 123.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's LOAN Position: Q2 2019 in Review

Creative Planning sold out of Manhattan Bridge Capital (LOAN) in Q2 2019, closing a stake of 48,645 shares — an estimated $49K sold.

Creative Planning first reported a position in LOAN in Q1 2016 and held it in 4 quarters. The position peaked at $49K in Q1 2019. 23 funds tracked by Wall St. Rank hold LOAN as of Q2 2019.

  • Creative Planning reported no remaining Manhattan Bridge Capital position as of Q2 2019 after selling out during the quarter.
  • Creative Planning sold 48,645 Manhattan Bridge Capital shares in Q2 2019, an estimated $49K.
  • Creative Planning first reported a position in Manhattan Bridge Capital in Q1 2016 and held it in 4 quarters.
  • Creative Planning's Manhattan Bridge Capital position peaked at $49K in Q1 2019.
  • 23 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2019.

Based on Creative Planning's 13F filing for Q2 2019, filed 26 Jul 2019.