Creative Planning
MSFG

Creative Planning’s MainSource Financial Group Inc MSFG Stock Holding History

Creative Planning’s Portfolio MSFG Stock Details MSFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-161,838
Closed -$6.58M – 2245
2018
Q1 		$6.58M Sell
161,838
-76
-0% -$2.96K 0.03% 198
2017
Q4 		$5.88M Buy
161,914
+76
+0% +$2.85K 0.03% 210
2017
Q3 		$5.8M Hold
161,838
– – 0.03% 211
2017
Q2 		$5.42M Hold
161,838
– – 0.03% 207
2017
Q1 		$5.33M Buy
161,838
+19,338
+14% +$644K 0.03% 201
2016
Q4 		$4.9M Sell
142,500
-104,353
-42% -$3.01M 0.03% 206
2016
Q3 		$6.16M Buy
246,853
+60,011
+32% +$1.39M 0.04% 173
2016
Q2 		$4.12M Buy
186,842
+44,342
+31% +$966K 0.03% 195
2016
Q1 		$3M Sell
142,500
-327,396
-70% -$6.82M 0.02% 239
2015
Q4 		$10.8M Buy
+469,896
New +$10.6M 0.09% 97

Other funds holding MSFG

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Creative Planning's MSFG Position: Q2 2018 in Review

Creative Planning sold out of MainSource Financial Group Inc (MSFG) in Q2 2018, closing a stake of 161,838 shares — an estimated $6.58M sold.

Creative Planning first reported a position in MSFG in Q4 2015 and held it in 10 quarters. The position peaked at $10.8M in Q4 2015. 1 fund tracked by Wall St. Rank holds MSFG as of Q2 2018.

  • Creative Planning reported no remaining MainSource Financial Group Inc position as of Q2 2018 after selling out during the quarter.
  • Creative Planning sold 161,838 MainSource Financial Group Inc shares in Q2 2018, an estimated $6.58M.
  • Creative Planning first reported a position in MainSource Financial Group Inc in Q4 2015 and held it in 10 quarters.
  • Creative Planning's MainSource Financial Group Inc position peaked at $10.8M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held MainSource Financial Group Inc as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.