Creative Planning
CBM

Creative Planning’s Cambrex Corporation CBM Stock Holding History

Creative Planning’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-100
Closed -$1K – 4969
2016
Q3 		$1K Buy
+100
New +$4.87K ﹤0.01% 4495

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's CBM Position: Q3 2017 in Review

Creative Planning sold out of Cambrex Corporation (CBM) in Q3 2017, closing a stake of 1,765 shares — an estimated $105K sold.

Creative Planning first reported a position in CBM in Q1 2015 and held it in 9 quarters. The position peaked at $207K in Q4 2015. 257 funds tracked by Wall St. Rank hold CBM as of Q3 2017.

  • Creative Planning reported no remaining Cambrex Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,765 Cambrex Corporation shares in Q3 2017, an estimated $105K.
  • Creative Planning first reported a position in Cambrex Corporation in Q1 2015 and held it in 9 quarters.
  • Creative Planning's Cambrex Corporation position peaked at $207K in Q4 2015.
  • 257 funds tracked by Wall St. Rank held Cambrex Corporation as of Q3 2017.

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