Creative Planning’s Mandiant, Inc. Common Stock MNDT Stock Holding History

Creative Planning’s Portfolio MNDT Stock Details MNDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-5,500	Closed	-$6K	–	2307
2020 Q2	$6K	Buy	+5,500	New	+$63.8K	﹤0.01%	1907
2020 Q1	–	Sell	-100	Closed	-$1K	–	2146
2019 Q4	$1K	Sell	100 -100	-50%	-$1.6K	﹤0.01%	1994
2019 Q3	$1K	Buy	+200	New	+$2.84K	﹤0.01%	1983
2016 Q4	–	Sell	-10,000	Closed	-$2K	–	4918
2016 Q3	$2K	Hold	10,000	–	–	﹤0.01%	4286
2016 Q2	$9K	Sell	10,000 -10,000	-50%	-$162K	﹤0.01%	3345
2016 Q1	$17K	Sell	20,000 -23,500	-54%	-$383K	﹤0.01%	2886
2015 Q4	$76K	Buy	43,500 +33,500	+335%	+$840K	﹤0.01%	1803
2015 Q3	$6K	Sell	10,000 -10,000	-50%	-$417K	﹤0.01%	3548
2015 Q2	$148K	Buy	+20,000	New	+$906K	﹤0.01%	931
2015 Q1	–	Sell	-50,000	Closed	-$58K	–	4465
2014 Q4	$58K	Hold	50,000	–	–	﹤0.01%	1908
2014 Q3	$37K	Buy	50,000 +41,000	+456%	+$1.36M	﹤0.01%	2139
2014 Q2	$52K	Buy	+9,000	New	+$351K	﹤0.01%	1867

Other funds holding MNDT

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Planning's MNDT Position: Q4 2020 in Review

Creative Planning sold out of Mandiant, Inc. Common Stock (MNDT) in Q4 2020, closing a stake of 39,469 shares — an estimated $487K sold.

Creative Planning first reported a position in MNDT in Q1 2014 and held it in 27 quarters. The position peaked at $13M in Q2 2015. 343 funds tracked by Wall St. Rank hold MNDT as of Q4 2020.

Creative Planning reported no remaining Mandiant, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 39,469 Mandiant, Inc. Common Stock shares in Q4 2020, an estimated $487K.
Creative Planning first reported a position in Mandiant, Inc. Common Stock in Q1 2014 and held it in 27 quarters.
Creative Planning's Mandiant, Inc. Common Stock position peaked at $13M in Q2 2015.
343 funds tracked by Wall St. Rank held Mandiant, Inc. Common Stock as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.