Creative Planning’s Mackinac Financial Corporation MFNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-15,778
| Closed | -$312K | – | 2256 |
|
|
2021
Q2 | $312K | Buy |
15,778
+2,395
| +18% | +$48.7K | ﹤0.01% | 1541 |
|
|
2021
Q1 | $188K | Hold |
13,383
| – | – | ﹤0.01% | 2116 |
|
|
2020
Q4 | $171K | Hold |
13,383
| – | – | ﹤0.01% | 1949 |
|
|
2020
Q3 | $129K | Sell |
13,383
-960
| -7% | -$9.25K | ﹤0.01% | 1789 |
|
|
2020
Q2 | $149K | Hold |
14,343
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q1 | $150K | Hold |
14,343
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q4 | $250K | Hold |
14,343
| – | – | ﹤0.01% | 1502 |
|
|
2019
Q3 | $222K | Hold |
14,343
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q2 | $227K | Hold |
14,343
| – | – | ﹤0.01% | 1537 |
|
|
2019
Q1 | $226K | Hold |
14,343
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q4 | $196K | Hold |
14,343
| – | – | ﹤0.01% | 1504 |
|
|
2018
Q3 | $232K | Hold |
14,343
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q2 | $238K | Buy |
+14,343
| New | +$229K | ﹤0.01% | 1522 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$7K | – | 4098 |
|
|
2017
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 3856 |
|
|
2017
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 3824 |
|
|
2016
Q4 | $7K | Buy |
+500
| New | +$6.27K | ﹤0.01% | 3800 |
|
Creative Planning's MFNC Position: Q3 2021 in Review
Creative Planning sold out of Mackinac Financial Corporation (MFNC) in Q3 2021, closing a stake of 15,778 shares — an estimated $312K sold.
Creative Planning first reported a position in MFNC in Q4 2016 and held it in 16 quarters. The position peaked at $312K in Q2 2021. 0 funds tracked by Wall St. Rank hold MFNC as of Q3 2021.
- Creative Planning reported no remaining Mackinac Financial Corporation position as of Q3 2021 after selling out during the quarter.
- Creative Planning sold 15,778 Mackinac Financial Corporation shares in Q3 2021, an estimated $312K.
- Creative Planning first reported a position in Mackinac Financial Corporation in Q4 2016 and held it in 16 quarters.
- Creative Planning's Mackinac Financial Corporation position peaked at $312K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Mackinac Financial Corporation as of Q3 2021.
Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.