Creative Planning
MOBL

Creative Planning’s MobileIron, Inc. MOBL Stock Holding History

Creative Planning’s Portfolio MOBL Stock Details MOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-100
Closed -$1K – 4588
2017
Q2 		$1K Hold
100
– – ﹤0.01% 4576
2017
Q1 		$0 Hold
100
– – ﹤0.01% 5146
2016
Q4 		$0 Sell
100
-9,928
-99% -$37.9K ﹤0.01% 5094
2016
Q3 		$28K Buy
10,028
+8,928
+812% +$27.6K ﹤0.01% 2816
2016
Q2 		$3K Buy
1,100
+500
+83% +$1.79K ﹤0.01% 3966
2016
Q1 		$3K Buy
600
+500
+500% +$1.87K ﹤0.01% 3890
2015
Q4 		$0 Hold
100
– – ﹤0.01% 4847
2015
Q3 		$0 Buy
+100
New +$460 ﹤0.01% 4453
2014
Q3 		– Sell
-900
Closed -$9K – 4359
2014
Q2 		$9K Buy
+900
New +$9.06K ﹤0.01% 2969

Other funds holding MOBL

NVPX
Norwest Venture Partners X Palo Alto, California $38.6M AUM 27.92% 1-Year Est. Return
SXM
SC XII Management Menlo Park, California $194M AUM 17.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return