Creative Planning
NM.PRH

Creative Planning’s NAVIOS MARITIME HOLDNGS INC. 8.625% SER H NM.PRH Stock Holding History

Creative Planning’s Portfolio NM.PRH Stock Details NM.PRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$3K – 3892
2017
Q2 		$3K Hold
200
– – ﹤0.01% 4221
2017
Q1 		$3K Hold
200
– – ﹤0.01% 4196
2016
Q4 		$1K Hold
200
– – ﹤0.01% 4521
2016
Q3 		$1K Hold
200
– – ﹤0.01% 4468
2016
Q2 		$1K Hold
200
– – ﹤0.01% 4243
2016
Q1 		$1K Buy
+200
New +$863 ﹤0.01% 4198
2015
Q3 		– Sell
-11,000
Closed -$209K – 4375
2015
Q2 		$209K Buy
+11,000
New +$224K ﹤0.01% 862

Other funds holding NM.PRH

IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's NM.PRH Position: Q3 2017 in Review

Creative Planning sold out of NAVIOS MARITIME HOLDNGS INC. 8.625% SER H (NM.PRH) in Q3 2017, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in NM.PRH in Q2 2015 and held it in 7 quarters. The position peaked at $209K in Q2 2015. 10 funds tracked by Wall St. Rank hold NM.PRH as of Q3 2017.

  • Creative Planning reported no remaining NAVIOS MARITIME HOLDNGS INC. 8.625% SER H position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 NAVIOS MARITIME HOLDNGS INC. 8.625% SER H shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in NAVIOS MARITIME HOLDNGS INC. 8.625% SER H in Q2 2015 and held it in 7 quarters.
  • Creative Planning's NAVIOS MARITIME HOLDNGS INC. 8.625% SER H position peaked at $209K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held NAVIOS MARITIME HOLDNGS INC. 8.625% SER H as of Q3 2017.

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