Creative Planning’s Marlin Business Services Corp MRLN Stock Holding History

Creative Planning’s Portfolio MRLN Stock Details MRLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,000	Closed	-$15K	–	4653
2015 Q3	$15K	Buy	+1,000	New	+$15.3K	﹤0.01%	2967

Other funds holding MRLN

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

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

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

CCM

Century Capital Management Boston, Massachusetts $581M AUM 29.61% 1-Year Est. Return

Creative Planning's MRLN Position: Q4 2015 in Review

Creative Planning sold out of Marlin Business Services Corp (MRLN) in Q4 2015, closing a stake of 1,000 shares — an estimated $15K sold.

Creative Planning first reported a position in MRLN in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 77 funds tracked by Wall St. Rank hold MRLN as of Q4 2015.

Creative Planning reported no remaining Marlin Business Services Corp position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 1,000 Marlin Business Services Corp shares in Q4 2015, an estimated $15K.
Creative Planning first reported a position in Marlin Business Services Corp in Q3 2015 and held it in 1 quarter.
Creative Planning's Marlin Business Services Corp position peaked at $15K in Q3 2015.
77 funds tracked by Wall St. Rank held Marlin Business Services Corp as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.