Creative Planning
CIMT

Creative Planning’s CIMATRON LTD ORD SHS CIMT Stock Holding History

Creative Planning’s Portfolio CIMT Stock Details CIMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-16,600
Closed -$147K – 4631
2014
Q4 		$147K Sell
16,600
-77,816
-82% -$539K ﹤0.01% 1322
2014
Q3 		$569K Sell
94,416
-25,584
-21% -$158K 0.01% 605
2014
Q2 		$742K Buy
120,000
+50,000
+71% +$330K 0.01% 493
2014
Q1 		$505K Buy
70,000
+65,000
+1,300% +$579K 0.01% 617
2013
Q4 		$45K Buy
+5,000
New +$34.9K ﹤0.01% 1681

Other funds holding CIMT

GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
ST
Sphinx Trading Chicago, Illinois $98M AUM
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Creative Planning's CIMT Position: Q1 2015 in Review

Creative Planning sold out of CIMATRON LTD ORD SHS (CIMT) in Q1 2015, closing a stake of 16,600 shares — an estimated $147K sold.

Creative Planning first reported a position in CIMT in Q4 2013 and held it in 5 quarters. The position peaked at $742K in Q2 2014. 6 funds tracked by Wall St. Rank hold CIMT as of Q1 2015.

  • Creative Planning reported no remaining CIMATRON LTD ORD SHS position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 16,600 CIMATRON LTD ORD SHS shares in Q1 2015, an estimated $147K.
  • Creative Planning first reported a position in CIMATRON LTD ORD SHS in Q4 2013 and held it in 5 quarters.
  • Creative Planning's CIMATRON LTD ORD SHS position peaked at $742K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held CIMATRON LTD ORD SHS as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.