Creative Planning
MIND icon

Creative Planning’s MIND Technology MIND Stock Holding History

Creative Planning’s Portfolio MIND Stock Details MIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-33
Closed -$1K – 2977
2017
Q2 		$1K Buy
33
+13
+65% +$570 ﹤0.01% 4458
2017
Q1 		$1K Hold
20
– – ﹤0.01% 4466
2016
Q4 		$1K Hold
20
– – ﹤0.01% 4458
2016
Q3 		$1K Buy
+20
New +$638 ﹤0.01% 4413
2015
Q2 		– Sell
-43
Closed -$2K – 2241
2015
Q1 		$2K Hold
43
– – ﹤0.01% 3888
2014
Q4 		$3K Buy
+43
New +$3.72K ﹤0.01% 3714

Other funds holding MIND

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

Creative Planning's MIND Position: Q3 2017 in Review

Creative Planning sold out of MIND Technology (MIND) in Q3 2017, closing a stake of 33 shares — an estimated $1K sold.

Creative Planning first reported a position in MIND in Q4 2014 and held it in 6 quarters. The position peaked at $3K in Q4 2014. 43 funds tracked by Wall St. Rank hold MIND as of Q3 2017.

  • Creative Planning reported no remaining MIND Technology position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 33 MIND Technology shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in MIND Technology in Q4 2014 and held it in 6 quarters.
  • Creative Planning's MIND Technology position peaked at $3K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held MIND Technology as of Q3 2017.

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