Creative Planning
MENT

Creative Planning’s Mentor Graphics Corp MENT Stock Holding History

Creative Planning’s Portfolio MENT Stock Details MENT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,645
Closed -$61K – 5105
2016
Q4 		$61K Hold
1,645
– – ﹤0.01% 2233
2016
Q3 		$43K Buy
+1,645
New +$37.4K ﹤0.01% 2490
2015
Q2 		– Sell
-16
Closed – – 3769
2015
Q1 		$0 Hold
16
– – ﹤0.01% 4540
2014
Q4 		$0 Hold
16
– – ﹤0.01% 4475
2014
Q3 		$0 Sell
16
-159
-91% -$3.4K ﹤0.01% 4269
2014
Q2 		$4K Buy
175
+99
+130% +$2.09K ﹤0.01% 3352
2014
Q1 		$2K Buy
76
+60
+375% +$1.3K ﹤0.01% 3425
2013
Q4 		$0 Hold
16
– – ﹤0.01% 3579
2013
Q3 		$0 Hold
16
– – ﹤0.01% 3453
2013
Q2 		$0 Buy
+16
New +$294 ﹤0.01% 3162

Other funds holding MENT

PC
PhiloSmith Capital Stamford, Connecticut $351M AUM 6.06% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
KC
Kellner Capital New York $55.5M AUM 88.05% 1-Year Est. Return
FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Creative Planning's MENT Position: Q1 2017 in Review

Creative Planning sold out of Mentor Graphics Corp (MENT) in Q1 2017, closing a stake of 1,645 shares — an estimated $61K sold.

Creative Planning first reported a position in MENT in Q2 2013 and held it in 10 quarters. The position peaked at $61K in Q4 2016. 5 funds tracked by Wall St. Rank hold MENT as of Q1 2017.

  • Creative Planning reported no remaining Mentor Graphics Corp position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,645 Mentor Graphics Corp shares in Q1 2017, an estimated $61K.
  • Creative Planning first reported a position in Mentor Graphics Corp in Q2 2013 and held it in 10 quarters.
  • Creative Planning's Mentor Graphics Corp position peaked at $61K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Mentor Graphics Corp as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.