Creative Planning
CMT icon

Creative Planning’s Core Molding Technologies CMT Stock Holding History

Creative Planning’s Portfolio CMT Stock Details CMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,000
Closed -$37K – 4366
2016
Q1 		$37K Hold
3,000
– – ﹤0.01% 2303
2015
Q4 		$38K Hold
3,000
– – ﹤0.01% 2338
2015
Q3 		$55K Buy
+3,000
New +$59.5K ﹤0.01% 1974

Other funds holding CMT

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Creative Planning's CMT Position: Q2 2016 in Review

Creative Planning sold out of Core Molding Technologies (CMT) in Q2 2016, closing a stake of 3,000 shares — an estimated $37K sold.

Creative Planning first reported a position in CMT in Q3 2015 and held it in 3 quarters. The position peaked at $55K in Q3 2015. 65 funds tracked by Wall St. Rank hold CMT as of Q2 2016.

  • Creative Planning reported no remaining Core Molding Technologies position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 3,000 Core Molding Technologies shares in Q2 2016, an estimated $37K.
  • Creative Planning first reported a position in Core Molding Technologies in Q3 2015 and held it in 3 quarters.
  • Creative Planning's Core Molding Technologies position peaked at $55K in Q3 2015.
  • 65 funds tracked by Wall St. Rank held Core Molding Technologies as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.