Creative Planning
CMD

Creative Planning’s Cantel Medical Corporation CMD Stock Holding History

Creative Planning’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,174
Closed -$91K – 4120
2017
Q2 		$91K Sell
1,174
-326
-22% -$24.5K ﹤0.01% 2054
2017
Q1 		$120K Buy
1,500
+326
+28% +$25.9K ﹤0.01% 1840
2016
Q4 		$92K Buy
1,174
+174
+17% +$13.5K ﹤0.01% 1932
2016
Q3 		$78K Sell
1,000
-25
-2% -$1.81K ﹤0.01% 2028
2016
Q2 		$70K Sell
1,025
-105
-9% -$7.24K ﹤0.01% 1916
2016
Q1 		$81K Buy
1,130
+105
+10% +$6.59K ﹤0.01% 1763
2015
Q4 		$64K Buy
+1,025
New +$62.5K ﹤0.01% 1922
2015
Q2 		– Sell
-99
Closed -$5K – 3387
2015
Q1 		$5K Buy
+99
New +$4.38K ﹤0.01% 3567
2014
Q4 		– Sell
-38
Closed -$1K – 4408
2014
Q3 		$1K Buy
+38
New +$1.34K ﹤0.01% 3898

Other funds holding CMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning's CMD Position: Q3 2017 in Review

Creative Planning sold out of Cantel Medical Corporation (CMD) in Q3 2017, closing a stake of 1,174 shares — an estimated $91K sold.

Creative Planning first reported a position in CMD in Q3 2014 and held it in 9 quarters. The position peaked at $120K in Q1 2017. 231 funds tracked by Wall St. Rank hold CMD as of Q3 2017.

  • Creative Planning reported no remaining Cantel Medical Corporation position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,174 Cantel Medical Corporation shares in Q3 2017, an estimated $91K.
  • Creative Planning first reported a position in Cantel Medical Corporation in Q3 2014 and held it in 9 quarters.
  • Creative Planning's Cantel Medical Corporation position peaked at $120K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q3 2017.

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