Creative Planning’s National General Holdings Corp NGHC Stock Holding History

Creative Planning’s Portfolio NGHC Stock Details NGHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-650	Closed	-$14K	–	4149
2017 Q2	$14K	Hold	650	–	–	﹤0.01%	3433
2017 Q1	$15K	Hold	650	–	–	﹤0.01%	3355
2016 Q4	$16K	Hold	650	–	–	﹤0.01%	3239
2016 Q3	$14K	Hold	650	–	–	﹤0.01%	3294
2016 Q2	$14K	Buy	+650	New	+$13.9K	﹤0.01%	3044
2015 Q1	–	Sell	-1,602	Closed	-$30K	–	4478
2014 Q4	$30K	Buy	+1,602	New	+$29.7K	﹤0.01%	2361

Other funds holding NGHC

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

AFS

Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Planning's NGHC Position: Q3 2017 in Review

Creative Planning sold out of National General Holdings Corp (NGHC) in Q3 2017, closing a stake of 650 shares — an estimated $14K sold.

Creative Planning first reported a position in NGHC in Q4 2014 and held it in 6 quarters. The position peaked at $30K in Q4 2014. 114 funds tracked by Wall St. Rank hold NGHC as of Q3 2017.

Creative Planning reported no remaining National General Holdings Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 650 National General Holdings Corp shares in Q3 2017, an estimated $14K.
Creative Planning first reported a position in National General Holdings Corp in Q4 2014 and held it in 6 quarters.
Creative Planning's National General Holdings Corp position peaked at $30K in Q4 2014.
114 funds tracked by Wall St. Rank held National General Holdings Corp as of Q3 2017.

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