Creative Planning
MBAI

Creative Planning’s Check-Cap MBAI Stock Holding History

Creative Planning’s Portfolio MBAI Stock Details MBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-620
Closed -$15K – 2035
2020
Q1 		$15K Hold
620
– – ﹤0.01% 1747
2019
Q4 		$21K Hold
620
– – ﹤0.01% 1873
2019
Q3 		$23K Buy
+620
New +$25.3K ﹤0.01% 1849

Other funds holding MBAI

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FI
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PCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
DMK
David M. Knott $264M AUM 59.23% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return