Creative Planning’s Attunity Ltd ATTU Stock Holding History

Creative Planning’s Portfolio ATTU Stock Details ATTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-150	Closed	-$1K	–	4675
2017 Q2	$1K	Hold	150	–	–	﹤0.01%	4584
2017 Q1	$1K	Hold	150	–	–	﹤0.01%	4608
2016 Q4	$1K	Hold	150	–	–	﹤0.01%	4583
2016 Q3	$1K	Hold	150	–	–	﹤0.01%	4535
2016 Q2	$1K	Hold	150	–	–	﹤0.01%	4318
2016 Q1	$1K	Hold	150	–	–	﹤0.01%	4275
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	4149
2015 Q3	$2K	Buy	+150	New	+$2.11K	﹤0.01%	4046
2014 Q2	–	Sell	-100	Closed	-$1K	–	4191
2014 Q1	$1K	Buy	+100	New	+$1.05K	﹤0.01%	3597

Other funds holding ATTU

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Unterberg Capital New York $77.6M AUM 51.86% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's ATTU Position: Q3 2017 in Review

Creative Planning sold out of Attunity Ltd (ATTU) in Q3 2017, closing a stake of 150 shares — an estimated $1K sold.

Creative Planning first reported a position in ATTU in Q1 2014 and held it in 9 quarters. The position peaked at $2K in Q4 2015. 15 funds tracked by Wall St. Rank hold ATTU as of Q3 2017.

Creative Planning reported no remaining Attunity Ltd position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 150 Attunity Ltd shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Attunity Ltd in Q1 2014 and held it in 9 quarters.
Creative Planning's Attunity Ltd position peaked at $2K in Q4 2015.
15 funds tracked by Wall St. Rank held Attunity Ltd as of Q3 2017.

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