Creative Planning
MHG

Creative Planning’s Marine Harvest ASA MHG Stock Holding History

Creative Planning’s Portfolio MHG Stock Details MHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-172
Closed -$3K – 5200
2016
Q4 		$3K Sell
172
-224
-57% -$4.01K ﹤0.01% 4226
2016
Q3 		$7K Buy
396
+147
+59% +$2.41K ﹤0.01% 3776
2016
Q2 		$4K Buy
249
+49
+25% +$797 ﹤0.01% 3845
2016
Q1 		$3K Sell
200
-200
-50% -$2.79K ﹤0.01% 3903
2015
Q4 		$5K Buy
+400
New +$5.31K ﹤0.01% 3751

Other funds holding MHG

FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HT
HighTower Trust Houston, Texas $1.02B AUM 4.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Creative Planning's MHG Position: Q1 2017 in Review

Creative Planning sold out of Marine Harvest ASA (MHG) in Q1 2017, closing a stake of 172 shares — an estimated $3K sold.

Creative Planning first reported a position in MHG in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q3 2016. 27 funds tracked by Wall St. Rank hold MHG as of Q1 2017.

  • Creative Planning reported no remaining Marine Harvest ASA position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 172 Marine Harvest ASA shares in Q1 2017, an estimated $3K.
  • Creative Planning first reported a position in Marine Harvest ASA in Q4 2015 and held it in 5 quarters.
  • Creative Planning's Marine Harvest ASA position peaked at $7K in Q3 2016.
  • 27 funds tracked by Wall St. Rank held Marine Harvest ASA as of Q1 2017.

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