Creative Planning’s MERITOR, Inc. MTOR Stock Holding History

Creative Planning’s Portfolio MTOR Stock Details MTOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-365	Closed	-$6K	–	4023
2017 Q2	$6K	Sell	365 -17	-4%	-$280	﹤0.01%	3938
2017 Q1	$7K	Buy	382 +174	+84%	+$2.69K	﹤0.01%	3822
2016 Q4	$3K	Sell	208 -2,000	-91%	-$23.5K	﹤0.01%	4191
2016 Q3	$25K	Sell	2,208 -69	-3%	-$671	﹤0.01%	2910
2016 Q2	$16K	Buy	2,277 +2,092	+1,131%	+$17.2K	﹤0.01%	2959
2016 Q1	$1K	Hold	185	–	–	﹤0.01%	4205
2015 Q4	$2K	Sell	185 -1,021	-85%	-$10.2K	﹤0.01%	4093
2015 Q3	$13K	Buy	+1,206	New	+$15.6K	﹤0.01%	3051
2015 Q2	–	Sell	-1,099	Closed	-$14K	–	3313
2015 Q1	$14K	Sell	1,099 -2,992	-73%	-$41.6K	﹤0.01%	3000
2014 Q4	$62K	Hold	4,091	–	–	﹤0.01%	1859
2014 Q3	$44K	Buy	4,091 +3,900	+2,042%	+$50.8K	﹤0.01%	2013
2014 Q2	$2K	Hold	191	–	–	﹤0.01%	3555
2014 Q1	$2K	Hold	191	–	–	﹤0.01%	3404
2013 Q4	$2K	Hold	191	–	–	﹤0.01%	3130
2013 Q3	$1K	Hold	191	–	–	﹤0.01%	3135
2013 Q2	$1K	Buy	+191	New	+$1.15K	﹤0.01%	2991

Other funds holding MTOR

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

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Creative Planning's MTOR Position: Q3 2017 in Review

Creative Planning sold out of MERITOR, Inc. (MTOR) in Q3 2017, closing a stake of 365 shares — an estimated $6K sold.

Creative Planning first reported a position in MTOR in Q2 2013 and held it in 16 quarters. The position peaked at $62K in Q4 2014. 221 funds tracked by Wall St. Rank hold MTOR as of Q3 2017.

Creative Planning reported no remaining MERITOR, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 365 MERITOR, Inc. shares in Q3 2017, an estimated $6K.
Creative Planning first reported a position in MERITOR, Inc. in Q2 2013 and held it in 16 quarters.
Creative Planning's MERITOR, Inc. position peaked at $62K in Q4 2014.
221 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2017.

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