Creative Planning’s Cardinal Financial Corp CFNL Stock Holding History

Creative Planning’s Portfolio CFNL Stock Details CFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,887	Closed	-$116K	–	5127
2017 Q1	$116K	Buy	3,887 +1,299	+50%	+$40.1K	﹤0.01%	1857
2016 Q4	$85K	Hold	2,588	–	–	﹤0.01%	1983
2016 Q3	$68K	Hold	2,588	–	–	﹤0.01%	2133
2016 Q2	$57K	Hold	2,588	–	–	﹤0.01%	2056
2016 Q1	$53K	Buy	+2,588	New	+$50.7K	﹤0.01%	2063
2015 Q1	–	Sell	-956	Closed	-$19K	–	4697
2014 Q4	$19K	Buy	+956	New	+$17.7K	﹤0.01%	2724

Other funds holding CFNL

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Creative Planning's CFNL Position: Q2 2017 in Review

Creative Planning sold out of Cardinal Financial Corp (CFNL) in Q2 2017, closing a stake of 3,887 shares — an estimated $116K sold.

Creative Planning first reported a position in CFNL in Q4 2014 and held it in 6 quarters. The position peaked at $116K in Q1 2017. 1 fund tracked by Wall St. Rank holds CFNL as of Q2 2017.

Creative Planning reported no remaining Cardinal Financial Corp position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 3,887 Cardinal Financial Corp shares in Q2 2017, an estimated $116K.
Creative Planning first reported a position in Cardinal Financial Corp in Q4 2014 and held it in 6 quarters.
Creative Planning's Cardinal Financial Corp position peaked at $116K in Q1 2017.
1 fund tracked by Wall St. Rank held Cardinal Financial Corp as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.