Creative Planning
CCM

Creative Planning’s Concord Medical Services CCM Stock Holding History

Creative Planning’s Portfolio CCM Stock Details CCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$8K – 2168
2017
Q2 		$8K Hold
200
– – ﹤0.01% 3735
2017
Q1 		$9K Hold
200
– – ﹤0.01% 3637
2016
Q4 		$9K Hold
200
– – ﹤0.01% 3599
2016
Q3 		$8K Hold
200
– – ﹤0.01% 3633
2016
Q2 		$8K Hold
200
– – ﹤0.01% 3373
2016
Q1 		$10K Hold
200
– – ﹤0.01% 3215
2015
Q4 		$10K Buy
+200
New +$9.91K ﹤0.01% 3285

Other funds holding CCM

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GAM
Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's CCM Position: Q3 2017 in Review

Creative Planning sold out of Concord Medical Services (CCM) in Q3 2017, closing a stake of 200 shares — an estimated $8K sold.

Creative Planning first reported a position in CCM in Q4 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2016. 13 funds tracked by Wall St. Rank hold CCM as of Q3 2017.

  • Creative Planning reported no remaining Concord Medical Services position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Concord Medical Services shares in Q3 2017, an estimated $8K.
  • Creative Planning first reported a position in Concord Medical Services in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Concord Medical Services position peaked at $10K in Q1 2016.
  • 13 funds tracked by Wall St. Rank held Concord Medical Services as of Q3 2017.

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