Creative Planning
MDR

Creative Planning’s McDermott International MDR Stock Holding History

Creative Planning’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,667
Closed -$1K – 4230
2014
Q2 		$1K Hold
1,667
– – ﹤0.01% 3692
2014
Q1 		$3K Buy
+1,667
New +$41.9K ﹤0.01% 3294

Other funds holding MDR

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Creative Planning's MDR Position: Q1 2020 in Review

Creative Planning sold out of McDermott International (MDR) in Q1 2020, closing a stake of 121,501 shares — an estimated $82K sold.

Creative Planning first reported a position in MDR in Q2 2013 and held it in 27 quarters. The position peaked at $3.32M in Q2 2018. 40 funds tracked by Wall St. Rank hold MDR as of Q1 2020.

  • Creative Planning reported no remaining McDermott International position as of Q1 2020 after selling out during the quarter.
  • Creative Planning sold 121,501 McDermott International shares in Q1 2020, an estimated $82K.
  • Creative Planning first reported a position in McDermott International in Q2 2013 and held it in 27 quarters.
  • Creative Planning's McDermott International position peaked at $3.32M in Q2 2018.
  • 40 funds tracked by Wall St. Rank held McDermott International as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.