Creative Planning
MIK

Creative Planning’s Michaels Stores, Inc MIK Stock Holding History

Creative Planning’s Portfolio MIK Stock Details MIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-185
Closed -$3K – 4129
2017
Q2 		$3K Buy
185
+85
+85% +$1.77K ﹤0.01% 4236
2017
Q1 		$2K Sell
100
-119
-54% -$2.5K ﹤0.01% 4357
2016
Q4 		$4K Buy
219
+119
+119% +$2.76K ﹤0.01% 4096
2016
Q3 		$2K Hold
100
– – ﹤0.01% 4295
2016
Q2 		$3K Hold
100
– – ﹤0.01% 3938
2016
Q1 		$3K Buy
+100
New +$2.31K ﹤0.01% 3854
2015
Q1 		– Sell
-874
Closed -$22K – 4476
2014
Q4 		$22K Buy
+874
New +$18.1K ﹤0.01% 2593

Other funds holding MIK

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MIK Position: Q3 2017 in Review

Creative Planning sold out of Michaels Stores, Inc (MIK) in Q3 2017, closing a stake of 185 shares — an estimated $3K sold.

Creative Planning first reported a position in MIK in Q4 2014 and held it in 7 quarters. The position peaked at $22K in Q4 2014. 240 funds tracked by Wall St. Rank hold MIK as of Q3 2017.

  • Creative Planning reported no remaining Michaels Stores, Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 185 Michaels Stores, Inc shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Michaels Stores, Inc in Q4 2014 and held it in 7 quarters.
  • Creative Planning's Michaels Stores, Inc position peaked at $22K in Q4 2014.
  • 240 funds tracked by Wall St. Rank held Michaels Stores, Inc as of Q3 2017.

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