Creative Planning
MINI

Creative Planning’s Mobile Mini Inc MINI Stock Holding History

Creative Planning’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-55
Closed -$2K – 4198
2017
Q2 		$2K Hold
55
– – ﹤0.01% 4361
2017
Q1 		$2K Hold
55
– – ﹤0.01% 4362
2016
Q4 		$2K Hold
55
– – ﹤0.01% 4347
2016
Q3 		$2K Hold
55
– – ﹤0.01% 4296
2016
Q2 		$2K Buy
+55
New +$1.84K ﹤0.01% 4087

Other funds holding MINI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's MINI Position: Q3 2017 in Review

Creative Planning sold out of Mobile Mini Inc (MINI) in Q3 2017, closing a stake of 55 shares — an estimated $2K sold.

Creative Planning first reported a position in MINI in Q2 2016 and held it in 5 quarters. The position peaked at $2K in Q2 2017. 163 funds tracked by Wall St. Rank hold MINI as of Q3 2017.

  • Creative Planning reported no remaining Mobile Mini Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 55 Mobile Mini Inc shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in Mobile Mini Inc in Q2 2016 and held it in 5 quarters.
  • Creative Planning's Mobile Mini Inc position peaked at $2K in Q2 2017.
  • 163 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q3 2017.

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