Creative Planning’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

Creative Planning’s Portfolio CATM Stock Details CATM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-97	Closed	-$3K	–	4113
2017 Q2	$3K	Hold	97	–	–	﹤0.01%	4234
2017 Q1	$5K	Hold	97	–	–	﹤0.01%	3995
2016 Q4	$5K	Sell	97 -211	-69%	-$10.7K	﹤0.01%	3999
2016 Q3	$14K	Buy	+308	New	+$13.6K	﹤0.01%	3293
2016 Q2	–	Sell	-47	Closed	-$2K	–	4589
2016 Q1	$2K	Hold	47	–	–	﹤0.01%	4019
2015 Q4	$2K	Hold	47	–	–	﹤0.01%	4095
2015 Q3	$2K	Buy	+47	New	+$1.62K	﹤0.01%	4003
2015 Q2	–	Sell	-140	Closed	-$5K	–	3380
2015 Q1	$5K	Buy	140 +93	+198%	+$3.42K	﹤0.01%	3564
2014 Q4	$2K	Hold	47	–	–	﹤0.01%	3879
2014 Q3	$2K	Buy	+47	New	+$1.67K	﹤0.01%	3720

Other funds holding CATM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Creative Planning's CATM Position: Q3 2017 in Review

Creative Planning sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q3 2017, closing a stake of 97 shares — an estimated $3K sold.

Creative Planning first reported a position in CATM in Q3 2014 and held it in 10 quarters. The position peaked at $14K in Q3 2016. 162 funds tracked by Wall St. Rank hold CATM as of Q3 2017.

Creative Planning reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 97 Cardtronics plc Class A Ordinary Shares (UK) shares in Q3 2017, an estimated $3K.
Creative Planning first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q3 2014 and held it in 10 quarters.
Creative Planning's Cardtronics plc Class A Ordinary Shares (UK) position peaked at $14K in Q3 2016.
162 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q3 2017.

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