Creative Planning
CAMP

Creative Planning’s CalAmp Corp. CAMP Stock Holding History

Creative Planning’s Portfolio CAMP Stock Details CAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-199
Closed -$93K – 3863
2017
Q2 		$93K Sell
199
-59
-23% -$25K ﹤0.01% 2044
2017
Q1 		$100K Hold
258
– – ﹤0.01% 1966
2016
Q4 		$86K Sell
258
-3
-1% -$987 ﹤0.01% 1968
2016
Q3 		$84K Buy
261
+59
+29% +$20.2K ﹤0.01% 1964
2016
Q2 		$69K Sell
202
-155
-43% -$54.5K ﹤0.01% 1922
2016
Q1 		$147K Buy
357
+184
+106% +$75.3K ﹤0.01% 1391
2015
Q4 		$79K Sell
173
-22
-11% -$9.69K ﹤0.01% 1779
2015
Q3 		$72K Buy
+195
New +$76.7K ﹤0.01% 1795
2015
Q2 		– Sell
-21
Closed -$8K – 3166
2015
Q1 		$8K Sell
21
-44
-68% -$18.2K ﹤0.01% 3343
2014
Q4 		$27K Buy
65
+46
+242% +$19.6K ﹤0.01% 2447
2014
Q3 		$8K Buy
19
+7
+58% +$2.96K ﹤0.01% 3088
2014
Q2 		$6K Sell
12
-3
-20% -$1.41K ﹤0.01% 3144
2014
Q1 		$10K Buy
15
+11
+275% +$7.69K ﹤0.01% 2766
2013
Q4 		$3K Buy
+4
New +$2.23K ﹤0.01% 3030

Other funds holding CAMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPC
Falcon Point Capital San Francisco, California $11.9M AUM 55.76% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return