Creative Planning
CDTI

Creative Planning’s CDTI Advanced Materials, Inc. Common Stock CDTI Stock Holding History

Creative Planning’s Portfolio CDTI Stock Details CDTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-88
Closed -$1K – 4396
2017
Q2 		$1K Buy
88
+16
+22% +$239 ﹤0.01% 4564
2017
Q1 		$1K Hold
72
– – ﹤0.01% 4574
2016
Q4 		$1K Hold
72
– – ﹤0.01% 4557
2016
Q3 		$1K Buy
72
+64
+800% +$1.09K ﹤0.01% 4509
2016
Q2 		$0 Hold
8
– – ﹤0.01% 4626
2016
Q1 		$0 Hold
8
– – ﹤0.01% 4673
2015
Q4 		$0 Hold
8
– – ﹤0.01% 4704
2015
Q3 		$0 Buy
+8
New +$333 ﹤0.01% 4397
2015
Q2 		– Sell
-8
Closed – – 3622
2015
Q1 		$0 Hold
8
– – ﹤0.01% 4510
2014
Q4 		$0 Hold
8
– – ﹤0.01% 4449
2014
Q3 		$0 Hold
8
– – ﹤0.01% 4243
2014
Q2 		$1K Hold
8
– – ﹤0.01% 3696
2014
Q1 		$1K Hold
8
– – ﹤0.01% 3557
2013
Q4 		$0 Hold
8
– – ﹤0.01% 3554
2013
Q3 		$0 Hold
8
– – ﹤0.01% 3429
2013
Q2 		$0 Buy
+8
New +$414 ﹤0.01% 3150

Other funds holding CDTI

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ARTA
A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Creative Planning's CDTI Position: Q3 2017 in Review

Creative Planning sold out of CDTI Advanced Materials, Inc. Common Stock (CDTI) in Q3 2017, closing a stake of 88 shares — an estimated $1K sold.

Creative Planning first reported a position in CDTI in Q2 2013 and held it in 16 quarters. The position peaked at $1K in Q2 2017. 18 funds tracked by Wall St. Rank hold CDTI as of Q3 2017.

  • Creative Planning reported no remaining CDTI Advanced Materials, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 88 CDTI Advanced Materials, Inc. Common Stock shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in CDTI Advanced Materials, Inc. Common Stock in Q2 2013 and held it in 16 quarters.
  • Creative Planning's CDTI Advanced Materials, Inc. Common Stock position peaked at $1K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held CDTI Advanced Materials, Inc. Common Stock as of Q3 2017.

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