Creative Planning
ONDK

Creative Planning’s On Deck Capital, Inc. ONDK Stock Holding History

Creative Planning’s Portfolio ONDK Stock Details ONDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-610
Closed -$3K – 4947
2016
Q3 		$3K Buy
+610
New +$3.49K ﹤0.01% 4162

Other funds holding ONDK

SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's ONDK Position: Q4 2016 in Review

Creative Planning sold out of On Deck Capital, Inc. (ONDK) in Q4 2016, closing a stake of 610 shares — an estimated $3K sold.

Creative Planning first reported a position in ONDK in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 80 funds tracked by Wall St. Rank hold ONDK as of Q4 2016.

  • Creative Planning reported no remaining On Deck Capital, Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 610 On Deck Capital, Inc. shares in Q4 2016, an estimated $3K.
  • Creative Planning first reported a position in On Deck Capital, Inc. in Q3 2016 and held it in 1 quarter.
  • Creative Planning's On Deck Capital, Inc. position peaked at $3K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held On Deck Capital, Inc. as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.