Creative Planning
MNDO icon

Creative Planning’s Mind CTI MNDO Stock Holding History

Creative Planning’s Portfolio MNDO Stock Details MNDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,500
Closed -$33K – 2380
2021
Q1 		$33K Hold
12,500
– – ﹤0.01% 2401
2020
Q4 		$32K Hold
12,500
– – ﹤0.01% 2146
2020
Q3 		$29K Buy
12,500
+500
+4% +$1.11K ﹤0.01% 1954
2020
Q2 		$25K Hold
12,000
– – ﹤0.01% 1814
2020
Q1 		$21K Sell
12,000
-4,385
-27% -$10.5K ﹤0.01% 1717
2019
Q4 		$40K Buy
16,385
+735
+5% +$1.76K ﹤0.01% 1841
2019
Q3 		$37K Hold
15,650
– – ﹤0.01% 1816
2019
Q2 		$35K Sell
15,650
-3,000
-16% -$6.51K ﹤0.01% 1847
2019
Q1 		$40K Hold
18,650
– – ﹤0.01% 1796
2018
Q4 		$43K Sell
18,650
-3,372
-15% -$7.61K ﹤0.01% 1727
2018
Q3 		$51K Hold
22,022
– – ﹤0.01% 1875
2018
Q2 		$48K Sell
22,022
-1,500
-6% -$3.33K ﹤0.01% 1854
2018
Q1 		$52K Hold
23,522
– – ﹤0.01% 1817
2017
Q4 		$65K Sell
23,522
-2,236
-9% -$6.04K ﹤0.01% 1781
2017
Q3 		$67K Buy
25,758
+5,736
+29% +$14.2K ﹤0.01% 1755
2017
Q2 		$50K Buy
20,022
+5,000
+33% +$12.4K ﹤0.01% 2512
2017
Q1 		$37K Hold
15,022
– – ﹤0.01% 2687
2016
Q4 		$37K Hold
15,022
– – ﹤0.01% 2632
2016
Q3 		$33K Buy
15,022
+3,650
+32% +$7.86K ﹤0.01% 2670
2016
Q2 		$24K Hold
11,372
– – ﹤0.01% 2661
2016
Q1 		$23K Sell
11,372
-4,500
-28% -$10.4K ﹤0.01% 2652
2015
Q4 		$40K Sell
15,872
-2,500
-14% -$6.62K ﹤0.01% 2297
2015
Q3 		$51K Hold
18,372
– – ﹤0.01% 2027
2015
Q2 		$48K Buy
18,372
+8,400
+84% +$23K ﹤0.01% 1037
2015
Q1 		$32K Hold
9,972
– – ﹤0.01% 2327
2014
Q4 		$39K Buy
+9,972
New +$33.7K ﹤0.01% 2171
2013
Q3 		– Sell
-500
Closed -$1K – 3297
2013
Q2 		$1K Buy
+500
New +$933 ﹤0.01% 2956

Other funds holding MNDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Creative Planning's MNDO Position: Q2 2021 in Review

Creative Planning sold out of Mind CTI (MNDO) in Q2 2021, closing a stake of 12,500 shares — an estimated $33K sold.

Creative Planning first reported a position in MNDO in Q2 2013 and held it in 27 quarters. The position peaked at $67K in Q3 2017. 21 funds tracked by Wall St. Rank hold MNDO as of Q2 2021.

  • Creative Planning reported no remaining Mind CTI position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 12,500 Mind CTI shares in Q2 2021, an estimated $33K.
  • Creative Planning first reported a position in Mind CTI in Q2 2013 and held it in 27 quarters.
  • Creative Planning's Mind CTI position peaked at $67K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held Mind CTI as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.