Creative Planning’s Comtech Telecommunications CMTL Stock Holding History

Creative Planning’s Portfolio CMTL Stock Details CMTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-76,000	Closed	-$1.44M	–	2217
2017 Q2	$1.44M	Sell	76,000 -37,000	-33%	-$572K	0.01%	547
2017 Q1	$1.67M	Buy	113,000 +10,000	+10%	+$122K	0.01%	483
2016 Q4	$1.22M	Sell	103,000 -18,108	-15%	-$202K	0.01%	555
2016 Q3	$1.55M	Buy	+121,108	New	+$1.59M	0.01%	452
2013 Q3	–	Sell	-110	Closed	-$3K	–	3225
2013 Q2	$3K	Buy	+110	New	+$2.79K	﹤0.01%	2701

Other funds holding CMTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCM

Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning's CMTL Position: Q3 2017 in Review

Creative Planning sold out of Comtech Telecommunications (CMTL) in Q3 2017, closing a stake of 76,000 shares — an estimated $1.44M sold.

Creative Planning first reported a position in CMTL in Q2 2013 and held it in 5 quarters. The position peaked at $1.67M in Q1 2017. 128 funds tracked by Wall St. Rank hold CMTL as of Q3 2017.

Creative Planning reported no remaining Comtech Telecommunications position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 76,000 Comtech Telecommunications shares in Q3 2017, an estimated $1.44M.
Creative Planning first reported a position in Comtech Telecommunications in Q2 2013 and held it in 5 quarters.
Creative Planning's Comtech Telecommunications position peaked at $1.67M in Q1 2017.
128 funds tracked by Wall St. Rank held Comtech Telecommunications as of Q3 2017.

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