Creative Planning’s MARKETO INC COM STK (DE) MKTO Stock Holding History

Creative Planning’s Portfolio MKTO Stock Details MKTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-300	Closed	-$8K	–	3846
2015 Q1	$8K	Buy	+300	New	+$8.95K	﹤0.01%	3360
2014 Q3	–	Sell	-730	Closed	-$21K	–	4278
2014 Q2	$21K	Buy	+730	New	+$19.8K	﹤0.01%	2466

Other funds holding MKTO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BPI

Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return

ICM

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Creative Planning's MKTO Position: Q2 2015 in Review

Creative Planning sold out of MARKETO INC COM STK (DE) (MKTO) in Q2 2015, closing a stake of 300 shares — an estimated $8K sold.

Creative Planning first reported a position in MKTO in Q2 2014 and held it in 2 quarters. The position peaked at $21K in Q2 2014. 123 funds tracked by Wall St. Rank hold MKTO as of Q2 2015.

Creative Planning reported no remaining MARKETO INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
Creative Planning sold 300 MARKETO INC COM STK (DE) shares in Q2 2015, an estimated $8K.
Creative Planning first reported a position in MARKETO INC COM STK (DE) in Q2 2014 and held it in 2 quarters.
Creative Planning's MARKETO INC COM STK (DE) position peaked at $21K in Q2 2014.
123 funds tracked by Wall St. Rank held MARKETO INC COM STK (DE) as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.