Creative Planning
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Creative Planning’s McEwen Inc MUX Stock Holding History

Creative Planning’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,988
Closed -$9K – 2406
2022
Q2 		$9K Buy
1,988
+11
+0.6% +$68 ﹤0.01% 2199
2022
Q1 		$17K Hold
1,977
– – ﹤0.01% 2154
2021
Q4 		$18K Hold
1,977
– – ﹤0.01% 2043
2021
Q3 		$21K Hold
1,977
– – ﹤0.01% 2042
2021
Q2 		$27K Sell
1,977
-934
-32% -$12.4K ﹤0.01% 1976
2021
Q1 		$30K Buy
2,911
+733
+34% +$8.04K ﹤0.01% 2406
2020
Q4 		$21K Buy
+2,178
New +$22.3K ﹤0.01% 2180
2018
Q3 		– Sell
-1,209
Closed -$25K – 2139
2018
Q2 		$25K Buy
+1,209
New +$25.8K ﹤0.01% 1896
2017
Q3 		– Sell
-812
Closed -$21K – 3032
2017
Q2 		$21K Hold
812
– – ﹤0.01% 3159
2017
Q1 		$25K Sell
812
-10
-1% -$360 ﹤0.01% 2972
2016
Q4 		$24K Buy
822
+300
+57% +$9.28K ﹤0.01% 2961
2016
Q3 		$19K Buy
522
+417
+397% +$17.2K ﹤0.01% 3095
2016
Q2 		$4K Hold
105
– – ﹤0.01% 3754
2016
Q1 		$2K Sell
105
-700
-87% -$10.9K ﹤0.01% 3966
2015
Q4 		$9K Buy
805
+700
+667% +$6.57K ﹤0.01% 3364
2015
Q3 		$1K Buy
+105
New +$869 ﹤0.01% 4118
2015
Q2 		– Sell
-850
Closed -$9K – 2310
2015
Q1 		$9K Sell
850
-3,140
-79% -$35.2K ﹤0.01% 3258
2014
Q4 		$44K Buy
3,990
+2,990
+299% +$41.9K ﹤0.01% 2091
2014
Q3 		$20K Sell
1,000
-240
-19% -$6.42K ﹤0.01% 2542
2014
Q2 		$36K Buy
1,240
+335
+37% +$8.07K ﹤0.01% 2104
2014
Q1 		$21K Sell
905
-100
-10% -$2.69K ﹤0.01% 2338
2013
Q4 		$20K Sell
1,005
-1,480
-60% -$30.2K ﹤0.01% 2188
2013
Q3 		$60K Buy
2,485
+1,480
+147% +$33.6K ﹤0.01% 1405
2013
Q2 		$17K Buy
+1,005
New +$22.4K ﹤0.01% 2024

Other funds holding MUX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's MUX Position: Q3 2022 in Review

Creative Planning sold out of McEwen Inc (MUX) in Q3 2022, closing a stake of 1,988 shares — an estimated $9K sold.

Creative Planning first reported a position in MUX in Q2 2013 and held it in 24 quarters. The position peaked at $60K in Q3 2013. 69 funds tracked by Wall St. Rank hold MUX as of Q3 2022.

  • Creative Planning reported no remaining McEwen Inc position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 1,988 McEwen Inc shares in Q3 2022, an estimated $9K.
  • Creative Planning first reported a position in McEwen Inc in Q2 2013 and held it in 24 quarters.
  • Creative Planning's McEwen Inc position peaked at $60K in Q3 2013.
  • 69 funds tracked by Wall St. Rank held McEwen Inc as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.