Creative Planning
NSM

Creative Planning’s Nationstar Mortgage Holdings NSM Stock Holding History

Creative Planning’s Portfolio NSM Stock Details NSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13
Closed – – 4411
2017
Q2 		$0 Hold
13
– – ﹤0.01% 5003
2017
Q1 		$0 Hold
13
– – ﹤0.01% 5060
2016
Q4 		$0 Buy
+13
New +$214 ﹤0.01% 5003

Other funds holding NSM

FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's NSM Position: Q3 2017 in Review

Creative Planning sold out of Nationstar Mortgage Holdings (NSM) in Q3 2017, closing a stake of 13 shares.

Creative Planning first reported a position in NSM in Q4 2016 and held it in 3 quarters. The position peaked at $0 in Q2 2017. 114 funds tracked by Wall St. Rank hold NSM as of Q3 2017.

  • Creative Planning reported no remaining Nationstar Mortgage Holdings position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 13 Nationstar Mortgage Holdings shares in Q3 2017.
  • Creative Planning first reported a position in Nationstar Mortgage Holdings in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Nationstar Mortgage Holdings position peaked at $0 in Q2 2017.
  • 114 funds tracked by Wall St. Rank held Nationstar Mortgage Holdings as of Q3 2017.

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