Creative Planning
NM

Creative Planning’s Navios Maritime Holdings Inc. NM Stock Holding History

Creative Planning’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,124
Closed -$9K – 2108
2018
Q4 		$9K Hold
3,124
– – ﹤0.01% 1846
2018
Q3 		$22K Hold
3,124
– – ﹤0.01% 1943
2018
Q2 		$27K Buy
3,124
+1,000
+47% +$8.13K ﹤0.01% 1892
2018
Q1 		$19K Buy
2,124
+980
+86% +$12.1K ﹤0.01% 1894
2017
Q4 		$14K Sell
1,144
-83
-7% -$1.27K ﹤0.01% 1873
2017
Q3 		$20K Hold
1,227
– – ﹤0.01% 1835
2017
Q2 		$17K Sell
1,227
-2
-0.2% -$29 ﹤0.01% 3291
2017
Q1 		$23K Hold
1,229
– – ﹤0.01% 3047
2016
Q4 		$17K Sell
1,229
-208
-14% -$2.77K ﹤0.01% 3190
2016
Q3 		$17K Hold
1,437
– – ﹤0.01% 3180
2016
Q2 		$12K Sell
1,437
-235
-14% -$2.49K ﹤0.01% 3148
2016
Q1 		$19K Buy
1,672
+160
+11% +$1.67K ﹤0.01% 2804
2015
Q4 		$26K Buy
1,512
+20
+1% +$382 ﹤0.01% 2655
2015
Q3 		$37K Sell
1,492
-324
-18% -$10.6K ﹤0.01% 2281
2015
Q2 		$68K Buy
1,816
+372
+26% +$14.1K ﹤0.01% 1010
2015
Q1 		$60K Buy
1,444
+585
+68% +$24.3K ﹤0.01% 1898
2014
Q4 		$35K Buy
859
+281
+49% +$14.1K ﹤0.01% 2249
2014
Q3 		$35K Sell
578
-28
-5% -$2.36K ﹤0.01% 2168
2014
Q2 		$61K Buy
606
+47
+8% +$4.23K ﹤0.01% 1749
2014
Q1 		$55K Buy
559
+13
+2% +$1.27K ﹤0.01% 1743
2013
Q4 		$61K Buy
546
+3
+0.6% +$242 ﹤0.01% 1470
2013
Q3 		$39K Buy
543
+5
+0.9% +$311 ﹤0.01% 1673
2013
Q2 		$30K Buy
+538
New +$25.8K ﹤0.01% 1684

Other funds holding NM

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Creative Planning's NM Position: Q1 2019 in Review

Creative Planning sold out of Navios Maritime Holdings Inc. (NM) in Q1 2019, closing a stake of 3,124 shares — an estimated $9K sold.

Creative Planning first reported a position in NM in Q2 2013 and held it in 23 quarters. The position peaked at $68K in Q2 2015. 28 funds tracked by Wall St. Rank hold NM as of Q1 2019.

  • Creative Planning reported no remaining Navios Maritime Holdings Inc. position as of Q1 2019 after selling out during the quarter.
  • Creative Planning sold 3,124 Navios Maritime Holdings Inc. shares in Q1 2019, an estimated $9K.
  • Creative Planning first reported a position in Navios Maritime Holdings Inc. in Q2 2013 and held it in 23 quarters.
  • Creative Planning's Navios Maritime Holdings Inc. position peaked at $68K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q1 2019.

Based on Creative Planning's 13F filing for Q1 2019, filed 24 Apr 2019.