Creative Planning
MITL

Creative Planning’s Mitel Networks Corporation MITL Stock Holding History

Creative Planning’s Portfolio MITL Stock Details MITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,000
Closed -$27K – 4441
2014
Q3 		$27K Buy
+3,000
New +$30.5K ﹤0.01% 2341

Other funds holding MITL

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's MITL Position: Q4 2014 in Review

Creative Planning sold out of Mitel Networks Corporation (MITL) in Q4 2014, closing a stake of 3,000 shares — an estimated $27K sold.

Creative Planning first reported a position in MITL in Q3 2014 and held it in 1 quarter. The position peaked at $27K in Q3 2014. 80 funds tracked by Wall St. Rank hold MITL as of Q4 2014.

  • Creative Planning reported no remaining Mitel Networks Corporation position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 3,000 Mitel Networks Corporation shares in Q4 2014, an estimated $27K.
  • Creative Planning first reported a position in Mitel Networks Corporation in Q3 2014 and held it in 1 quarter.
  • Creative Planning's Mitel Networks Corporation position peaked at $27K in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Mitel Networks Corporation as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.