Creative Planning
NMM icon

Creative Planning’s Navios Maritime Partners NMM Stock Holding History

Creative Planning’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,646
Closed -$94K – 2090
2017
Q4 		$94K Buy
2,646
+898
+51% +$28.4K ﹤0.01% 1735
2017
Q3 		$54K Sell
1,748
-764
-30% -$21.7K ﹤0.01% 1768
2017
Q2 		$60K Buy
2,512
+651
+35% +$17.5K ﹤0.01% 2375
2017
Q1 		$58K Buy
1,861
+697
+60% +$19.3K ﹤0.01% 2369
2016
Q4 		$25K Sell
1,164
-807
-41% -$18.1K ﹤0.01% 2925
2016
Q3 		$41K Sell
1,971
-1,573
-44% -$34.3K ﹤0.01% 2521
2016
Q2 		$69K Sell
3,544
-8
-0.2% -$172 ﹤0.01% 1920
2016
Q1 		$66K Buy
3,552
+1,124
+46% +$26.6K ﹤0.01% 1904
2015
Q4 		$110K Buy
2,428
+191
+9% +$14.9K ﹤0.01% 1571
2015
Q3 		$245K Buy
2,237
+1,075
+93% +$149K ﹤0.01% 1080
2015
Q2 		$186K Buy
1,162
+610
+111% +$106K ﹤0.01% 884
2015
Q1 		$92K Buy
552
+35
+7% +$6.31K ﹤0.01% 1623
2014
Q4 		$79K Sell
517
-171
-25% -$35.6K ﹤0.01% 1686
2014
Q3 		$184K Buy
688
+55
+9% +$16K ﹤0.01% 1103
2014
Q2 		$185K Sell
633
-688
-52% -$193K ﹤0.01% 1072
2014
Q1 		$386K Sell
1,321
-69
-5% -$18.9K 0.01% 727
2013
Q4 		$399K Buy
1,390
+938
+208% +$230K 0.01% 589
2013
Q3 		$99K Buy
452
+100
+28% +$21.9K ﹤0.01% 1126
2013
Q2 		$76K Buy
+352
New +$76.3K ﹤0.01% 1134

Other funds holding NMM

IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Warlander Asset Management New York $111M AUM 8.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's NMM Position: Q1 2018 in Review

Creative Planning sold out of Navios Maritime Partners (NMM) in Q1 2018, closing a stake of 2,646 shares — an estimated $94K sold.

Creative Planning first reported a position in NMM in Q2 2013 and held it in 19 quarters. The position peaked at $399K in Q4 2013. 73 funds tracked by Wall St. Rank hold NMM as of Q1 2018.

  • Creative Planning reported no remaining Navios Maritime Partners position as of Q1 2018 after selling out during the quarter.
  • Creative Planning sold 2,646 Navios Maritime Partners shares in Q1 2018, an estimated $94K.
  • Creative Planning first reported a position in Navios Maritime Partners in Q2 2013 and held it in 19 quarters.
  • Creative Planning's Navios Maritime Partners position peaked at $399K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.