Creative Planning’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Creative Planning’s Portfolio USMD Stock Details USMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-2,000	Closed	-$18K	–	4485
2014 Q3	$18K	Hold	2,000	–	–	﹤0.01%	2620
2014 Q2	$24K	Buy	+2,000	New	+$24.5K	﹤0.01%	2389
2013 Q3	–	Sell	-1,000	Closed	-$30K	–	3459
2013 Q2	$30K	Buy	+1,000	New	+$17K	﹤0.01%	1688

Other funds holding USMD

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's USMD Position: Q4 2014 in Review

Creative Planning sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q4 2014, closing a stake of 2,000 shares — an estimated $18K sold.

Creative Planning first reported a position in USMD in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q2 2013. 6 funds tracked by Wall St. Rank hold USMD as of Q4 2014.

Creative Planning reported no remaining USMD HLDGS INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 2,000 USMD HLDGS INC COM STK (DE) shares in Q4 2014, an estimated $18K.
Creative Planning first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2013 and held it in 3 quarters.
Creative Planning's USMD HLDGS INC COM STK (DE) position peaked at $30K in Q2 2013.
6 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.