Creative Planning’s BioTelemetry, Inc. BEAT Stock Holding History

Creative Planning’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,316	Closed	-$256K	–	2171
2019 Q2	$256K	Buy	+5,316	New	+$279K	﹤0.01%	1468
2017 Q3	–	Sell	-1,800	Closed	-$60K	–	4594
2017 Q2	$60K	Buy	1,800 +962	+115%	+$28.7K	﹤0.01%	2385
2017 Q1	$24K	Buy	838 +538	+179%	+$13.3K	﹤0.01%	3024
2016 Q4	$7K	Buy	+300	New	+$5.87K	﹤0.01%	3817
2015 Q4	–	Sell	-500	Closed	-$6K	–	4851
2015 Q3	$6K	Buy	+500	New	+$6.37K	﹤0.01%	3567
2015 Q2	–	Sell	-2,000	Closed	-$18K	–	4089
2015 Q1	$18K	Buy	2,000 +1,000	+100%	+$10.1K	﹤0.01%	2825
2014 Q4	$10K	Hold	1,000	–	–	﹤0.01%	3157
2014 Q3	$7K	Hold	1,000	–	–	﹤0.01%	3171
2014 Q2	$7K	Buy	+1,000	New	+$7.96K	﹤0.01%	3089

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Creative Planning's BEAT Position: Q3 2019 in Review

Creative Planning sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 5,316 shares — an estimated $256K sold.

Creative Planning first reported a position in BEAT in Q2 2014 and held it in 9 quarters. The position peaked at $256K in Q2 2019. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

Creative Planning reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
Creative Planning sold 5,316 BioTelemetry, Inc. shares in Q3 2019, an estimated $256K.
Creative Planning first reported a position in BioTelemetry, Inc. in Q2 2014 and held it in 9 quarters.
Creative Planning's BioTelemetry, Inc. position peaked at $256K in Q2 2019.
219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on Creative Planning's 13F filing for Q3 2019, filed 1 Nov 2019.