Creative Planning
MGLN

Creative Planning’s Magellan Health Services, Inc. MGLN Stock Holding History

Creative Planning’s Portfolio MGLN Stock Details MGLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$16K – 4930
2016
Q3 		$16K Buy
+300
New +$18.1K ﹤0.01% 3218
2015
Q2 		– Sell
-450
Closed -$32K – 3346
2015
Q1 		$32K Buy
+450
New +$28.3K ﹤0.01% 2346

Other funds holding MGLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MGLN Position: Q4 2016 in Review

Creative Planning sold out of Magellan Health Services, Inc. (MGLN) in Q4 2016, closing a stake of 300 shares — an estimated $16K sold.

Creative Planning first reported a position in MGLN in Q1 2015 and held it in 2 quarters. The position peaked at $32K in Q1 2015. 211 funds tracked by Wall St. Rank hold MGLN as of Q4 2016.

  • Creative Planning reported no remaining Magellan Health Services, Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 300 Magellan Health Services, Inc. shares in Q4 2016, an estimated $16K.
  • Creative Planning first reported a position in Magellan Health Services, Inc. in Q1 2015 and held it in 2 quarters.
  • Creative Planning's Magellan Health Services, Inc. position peaked at $32K in Q1 2015.
  • 211 funds tracked by Wall St. Rank held Magellan Health Services, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.