Creative Planning’s MutualFirst Financial Inc MFSF Stock Holding History

Creative Planning’s Portfolio MFSF Stock Details MFSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,000	Closed	-$227K	–	2208
2018 Q2	$227K	Sell	6,000 -900	-13%	-$33.8K	﹤0.01%	1559
2018 Q1	$250K	Buy	6,900 +900	+15%	+$33K	﹤0.01%	1463
2017 Q4	$231K	Buy	+6,000	New	+$232K	﹤0.01%	1512

Other funds holding MFSF

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MFSF Position: Q3 2018 in Review

Creative Planning sold out of MutualFirst Financial Inc (MFSF) in Q3 2018, closing a stake of 6,000 shares — an estimated $227K sold.

Creative Planning first reported a position in MFSF in Q4 2017 and held it in 3 quarters. The position peaked at $250K in Q1 2018. 55 funds tracked by Wall St. Rank hold MFSF as of Q3 2018.

Creative Planning reported no remaining MutualFirst Financial Inc position as of Q3 2018 after selling out during the quarter.
Creative Planning sold 6,000 MutualFirst Financial Inc shares in Q3 2018, an estimated $227K.
Creative Planning first reported a position in MutualFirst Financial Inc in Q4 2017 and held it in 3 quarters.
Creative Planning's MutualFirst Financial Inc position peaked at $250K in Q1 2018.
55 funds tracked by Wall St. Rank held MutualFirst Financial Inc as of Q3 2018.

Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.