Creative Planning
CAVM

Creative Planning’s Cavium, Inc. CAVM Stock Holding History

Creative Planning’s Portfolio CAVM Stock Details CAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-158
Closed -$10K – 4607
2017
Q2 		$10K Sell
158
-47
-23% -$3.28K ﹤0.01% 3662
2017
Q1 		$15K Buy
205
+100
+95% +$6.69K ﹤0.01% 3361
2016
Q4 		$7K Sell
105
-41
-28% -$2.37K ﹤0.01% 3818
2016
Q3 		$8K Buy
146
+106
+265% +$5.31K ﹤0.01% 3692
2016
Q2 		$2K Buy
+40
New +$1.98K ﹤0.01% 4119
2016
Q1 		– Sell
-63
Closed -$4K – 4822
2015
Q4 		$4K Buy
+63
New +$4.25K ﹤0.01% 3862
2015
Q1 		– Sell
-200
Closed -$12K – 4667
2014
Q4 		$12K Sell
200
-300
-60% -$15.9K ﹤0.01% 3046
2014
Q3 		$25K Buy
500
+400
+400% +$20.3K ﹤0.01% 2405
2014
Q2 		$5K Buy
+100
New +$4.6K ﹤0.01% 3277

Other funds holding CAVM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Creative Planning's CAVM Position: Q3 2017 in Review

Creative Planning sold out of Cavium, Inc. (CAVM) in Q3 2017, closing a stake of 158 shares — an estimated $10K sold.

Creative Planning first reported a position in CAVM in Q2 2014 and held it in 9 quarters. The position peaked at $25K in Q3 2014. 232 funds tracked by Wall St. Rank hold CAVM as of Q3 2017.

  • Creative Planning reported no remaining Cavium, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 158 Cavium, Inc. shares in Q3 2017, an estimated $10K.
  • Creative Planning first reported a position in Cavium, Inc. in Q2 2014 and held it in 9 quarters.
  • Creative Planning's Cavium, Inc. position peaked at $25K in Q3 2014.
  • 232 funds tracked by Wall St. Rank held Cavium, Inc. as of Q3 2017.

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