Creative Planning
MGI

Creative Planning’s MoneyGram International, Inc. New MGI Stock Holding History

Creative Planning’s Portfolio MGI Stock Details MGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-560
Closed -$10K – 3953
2017
Q2 		$10K Sell
560
-8
-1% -$138 ﹤0.01% 3647
2017
Q1 		$10K Hold
568
– – ﹤0.01% 3614
2016
Q4 		$7K Buy
568
+8
+1% +$75 ﹤0.01% 3797
2016
Q3 		$4K Hold
560
– – ﹤0.01% 4017
2016
Q2 		$4K Hold
560
– – ﹤0.01% 3796
2016
Q1 		$3K Sell
560
-86
-13% -$485 ﹤0.01% 3848
2015
Q4 		$4K Buy
646
+74
+13% +$641 ﹤0.01% 3822
2015
Q3 		$5K Buy
+572
New +$5.08K ﹤0.01% 3649
2015
Q2 		– Sell
-586
Closed -$5K – 3245
2015
Q1 		$5K Sell
586
-330
-36% -$2.87K ﹤0.01% 3563
2014
Q4 		$8K Buy
916
+311
+51% +$3.09K ﹤0.01% 3258
2014
Q3 		$8K Sell
605
-26
-4% -$368 ﹤0.01% 3090
2014
Q2 		$9K Sell
631
-129
-17% -$1.87K ﹤0.01% 2952
2014
Q1 		$13K Buy
760
+31
+4% +$581 ﹤0.01% 2645
2013
Q4 		$15K Buy
729
+14
+2% +$285 ﹤0.01% 2366
2013
Q3 		$14K Buy
715
+155
+28% +$3.33K ﹤0.01% 2291
2013
Q2 		$13K Buy
+560
New +$10.5K ﹤0.01% 2159

Other funds holding MGI

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Sandell Asset Management New York $179M AUM 65.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SGCM
Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's MGI Position: Q3 2017 in Review

Creative Planning sold out of MoneyGram International, Inc. New (MGI) in Q3 2017, closing a stake of 560 shares — an estimated $10K sold.

Creative Planning first reported a position in MGI in Q2 2013 and held it in 16 quarters. The position peaked at $15K in Q4 2013. 117 funds tracked by Wall St. Rank hold MGI as of Q3 2017.

  • Creative Planning reported no remaining MoneyGram International, Inc. New position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 560 MoneyGram International, Inc. New shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in MoneyGram International, Inc. New in Q2 2013 and held it in 16 quarters.
  • Creative Planning's MoneyGram International, Inc. New position peaked at $15K in Q4 2013.
  • 117 funds tracked by Wall St. Rank held MoneyGram International, Inc. New as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.