Creative Planning
MLU

Creative Planning’s METLIFE, INC. COM EQUITY UNIT MLU Stock Holding History

Creative Planning’s Portfolio MLU Stock Details MLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-101
Closed -$3K – 4333
2014
Q2 		$3K Buy
+101
New +$3.08K ﹤0.01% 3473

Other funds holding MLU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Creative Planning's MLU Position: Q3 2014 in Review

Creative Planning sold out of METLIFE, INC. COM EQUITY UNIT (MLU) in Q3 2014, closing a stake of 101 shares — an estimated $3K sold.

Creative Planning first reported a position in MLU in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 54 funds tracked by Wall St. Rank hold MLU as of Q3 2014.

  • Creative Planning reported no remaining METLIFE, INC. COM EQUITY UNIT position as of Q3 2014 after selling out during the quarter.
  • Creative Planning sold 101 METLIFE, INC. COM EQUITY UNIT shares in Q3 2014, an estimated $3K.
  • Creative Planning first reported a position in METLIFE, INC. COM EQUITY UNIT in Q2 2014 and held it in 1 quarter.
  • Creative Planning's METLIFE, INC. COM EQUITY UNIT position peaked at $3K in Q2 2014.
  • 54 funds tracked by Wall St. Rank held METLIFE, INC. COM EQUITY UNIT as of Q3 2014.

Based on Creative Planning's 13F filing for Q3 2014, filed 10 Oct 2014.