Creative Planning
CCN

Creative Planning’s CardConnect Corp. CCN Stock Holding History

Creative Planning’s Portfolio CCN Stock Details CCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$6K – 5091
2016
Q4 		$6K Buy
+500
New +$5.05K ﹤0.01% 3911

Other funds holding CCN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.57B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TSP
Tappan Street Partners Chicago, Illinois $35.7M AUM 42.68% 1-Year Est. Return

Creative Planning's CCN Position: Q1 2017 in Review

Creative Planning sold out of CardConnect Corp. (CCN) in Q1 2017, closing a stake of 500 shares — an estimated $6K sold.

Creative Planning first reported a position in CCN in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 32 funds tracked by Wall St. Rank hold CCN as of Q1 2017.

  • Creative Planning reported no remaining CardConnect Corp. position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 500 CardConnect Corp. shares in Q1 2017, an estimated $6K.
  • Creative Planning first reported a position in CardConnect Corp. in Q4 2016 and held it in 1 quarter.
  • Creative Planning's CardConnect Corp. position peaked at $6K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held CardConnect Corp. as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.