Creative Planning’s DMC Global BOOM Stock Holding History

Creative Planning’s Portfolio BOOM Stock Details BOOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-15,910	Closed	-$715K	–	1891
2019 Q4	$715K	Buy	+15,910	New	+$707K	﹤0.01%	941
2017 Q2	–	Sell	-250	Closed	-$3K	–	4625
2017 Q1	$3K	Hold	250	–	–	﹤0.01%	4134
2016 Q4	$4K	Hold	250	–	–	﹤0.01%	4034
2016 Q3	$3K	Hold	250	–	–	﹤0.01%	4067
2016 Q2	$3K	Hold	250	–	–	﹤0.01%	3854
2016 Q1	$2K	Hold	250	–	–	﹤0.01%	3921
2015 Q4	$2K	Hold	250	–	–	﹤0.01%	4002
2015 Q3	$2K	Buy	+250	New	+$2.58K	﹤0.01%	3916
2015 Q2	–	Sell	-250	Closed	-$3K	–	1334
2015 Q1	$3K	Sell	250 -973	-80%	-$14.2K	﹤0.01%	3725
2014 Q4	$20K	Buy	1,223 +223	+22%	+$3.76K	﹤0.01%	2643
2014 Q3	$19K	Buy	+1,000	New	+$20.5K	﹤0.01%	2569
2014 Q1	–	Sell	-206	Closed	-$4K	–	3630
2013 Q4	$4K	Hold	206	–	–	﹤0.01%	2896
2013 Q3	$5K	Hold	206	–	–	﹤0.01%	2713
2013 Q2	$3K	Buy	+206	New	+$3.36K	﹤0.01%	2694

Other funds holding BOOM

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

VDBMI

Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Creative Planning's BOOM Position: Q1 2020 in Review

Creative Planning sold out of DMC Global (BOOM) in Q1 2020, closing a stake of 15,910 shares — an estimated $715K sold.

Creative Planning first reported a position in BOOM in Q2 2013 and held it in 14 quarters. The position peaked at $715K in Q4 2019. 134 funds tracked by Wall St. Rank hold BOOM as of Q1 2020.

Creative Planning reported no remaining DMC Global position as of Q1 2020 after selling out during the quarter.
Creative Planning sold 15,910 DMC Global shares in Q1 2020, an estimated $715K.
Creative Planning first reported a position in DMC Global in Q2 2013 and held it in 14 quarters.
Creative Planning's DMC Global position peaked at $715K in Q4 2019.
134 funds tracked by Wall St. Rank held DMC Global as of Q1 2020.

Based on Creative Planning's 13F filing for Q1 2020, filed 5 May 2020.