Creative Planning’s Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) MTL Stock Holding History

Creative Planning’s Portfolio MTL Stock Details MTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-150	Closed	-$1K	–	4641
2017 Q2	$1K	Hold	150	–	–	﹤0.01%	4581
2017 Q1	$1K	Hold	150	–	–	﹤0.01%	4606
2016 Q4	$1K	Hold	150	–	–	﹤0.01%	4581
2016 Q3	$0	Buy	+150	New	+$304	﹤0.01%	4958
2015 Q4	–	Sell	-300	Closed	-$1K	–	4869
2015 Q3	$1K	Buy	+300	New	+$584	﹤0.01%	4265
2015 Q2	–	Sell	-300	Closed	-$1K	–	4155
2015 Q1	$1K	Hold	300	–	–	﹤0.01%	4171
2014 Q4	$0	Sell	300 -200	-40%	-$319	﹤0.01%	4619
2014 Q3	$1K	Hold	500	–	–	﹤0.01%	3963
2014 Q2	$2K	Sell	500 -200	-29%	-$812	﹤0.01%	3597
2014 Q1	$3K	Buy	700 +200	+40%	+$813	﹤0.01%	3328
2013 Q4	$3K	Hold	500	–	–	﹤0.01%	3068
2013 Q3	$3K	Buy	500 +200	+67%	+$1.25K	﹤0.01%	2957
2013 Q2	$2K	Buy	+300	New	+$2.19K	﹤0.01%	2912

Other funds holding MTL

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's MTL Position: Q3 2017 in Review

Creative Planning sold out of Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) (MTL) in Q3 2017, closing a stake of 150 shares — an estimated $1K sold.

Creative Planning first reported a position in MTL in Q2 2013 and held it in 13 quarters. The position peaked at $3K in Q1 2014. 49 funds tracked by Wall St. Rank hold MTL as of Q3 2017.

Creative Planning reported no remaining Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 150 Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) in Q2 2013 and held it in 13 quarters.
Creative Planning's Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) position peaked at $3K in Q1 2014.
49 funds tracked by Wall St. Rank held Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs) as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.