Creative Planning’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Creative Planning’s Portfolio MB Stock Details MB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-204	Closed	-$6K	–	4977
2017 Q1	$6K	Buy	204 +4	+2%	+$103	﹤0.01%	3913
2016 Q4	$4K	Buy	+200	New	+$4.04K	﹤0.01%	4105
2015 Q4	–	Sell	-225	Closed	-$4K	–	4692
2015 Q3	$4K	Buy	+225	New	+$2.97K	﹤0.01%	3769

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's MB Position: Q2 2017 in Review

Creative Planning sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q2 2017, closing a stake of 204 shares — an estimated $6K sold.

Creative Planning first reported a position in MB in Q3 2015 and held it in 3 quarters. The position peaked at $6K in Q1 2017. 120 funds tracked by Wall St. Rank hold MB as of Q2 2017.

Creative Planning reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 204 MINDBODY, Inc. Class A Common Stock shares in Q2 2017, an estimated $6K.
Creative Planning first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2015 and held it in 3 quarters.
Creative Planning's MINDBODY, Inc. Class A Common Stock position peaked at $6K in Q1 2017.
120 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.