Creative Planning
PLM

Creative Planning’s PolyMet Mining Corp. PLM Stock Holding History

Creative Planning’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,650
Closed -$43K – 2326
2020
Q2 		$43K Sell
10,650
-3,000
-22% -$8.69K ﹤0.01% 1775
2020
Q1 		$32K Buy
13,650
+2,800
+26% +$7.69K ﹤0.01% 1684
2019
Q4 		$28K Hold
10,850
– – ﹤0.01% 1855
2019
Q3 		$35K Buy
10,850
+3,400
+46% +$12.7K ﹤0.01% 1821
2019
Q2 		$32K Hold
7,450
– – ﹤0.01% 1857
2019
Q1 		$50K Hold
7,450
– – ﹤0.01% 1777
2018
Q4 		$60K Sell
7,450
-575
-7% -$5.04K ﹤0.01% 1691
2018
Q3 		$82K Hold
8,025
– – ﹤0.01% 1821
2018
Q2 		$79K Hold
8,025
– – ﹤0.01% 1808
2018
Q1 		$69K Buy
8,025
+285
+4% +$3.13K ﹤0.01% 1796
2017
Q4 		$67K Buy
7,740
+290
+4% +$1.88K ﹤0.01% 1778
2017
Q3 		$45K Hold
7,450
– – ﹤0.01% 1782
2017
Q2 		$44K Hold
7,450
– – ﹤0.01% 2624
2017
Q1 		$56K Buy
7,450
+4,800
+181% +$39K ﹤0.01% 2405
2016
Q4 		$20K Buy
2,650
+150
+6% +$1.2K ﹤0.01% 3108
2016
Q3 		$20K Hold
2,500
– – ﹤0.01% 3077
2016
Q2 		$19K Hold
2,500
– – ﹤0.01% 2861
2016
Q1 		$21K Hold
2,500
– – ﹤0.01% 2737
2015
Q4 		$20K Hold
2,500
– – ﹤0.01% 2875
2015
Q3 		$17K Hold
2,500
– – ﹤0.01% 2883
2015
Q2 		$28K Hold
2,500
– – ﹤0.01% 1057
2015
Q1 		$32K Hold
2,500
– – ﹤0.01% 2354
2014
Q4 		$26K Buy
2,500
+1,900
+317% +$20.3K ﹤0.01% 2490
2014
Q3 		$6K Buy
+600
New +$6.92K ﹤0.01% 3259
2013
Q4 		– Sell
-330
Closed -$3K – 3719
2013
Q3 		$3K Hold
330
– – ﹤0.01% 2959
2013
Q2 		$2K Buy
+330
New +$3.18K ﹤0.01% 2914

Other funds holding PLM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
HWM
HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning's PLM Position: Q3 2020 in Review

Creative Planning sold out of PolyMet Mining Corp. (PLM) in Q3 2020, closing a stake of 10,650 shares — an estimated $43K sold.

Creative Planning first reported a position in PLM in Q2 2013 and held it in 26 quarters. The position peaked at $82K in Q3 2018. 32 funds tracked by Wall St. Rank hold PLM as of Q3 2020.

  • Creative Planning reported no remaining PolyMet Mining Corp. position as of Q3 2020 after selling out during the quarter.
  • Creative Planning sold 10,650 PolyMet Mining Corp. shares in Q3 2020, an estimated $43K.
  • Creative Planning first reported a position in PolyMet Mining Corp. in Q2 2013 and held it in 26 quarters.
  • Creative Planning's PolyMet Mining Corp. position peaked at $82K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.