Creative Planning’s Connecture, Inc. CNXR Stock Holding History

Creative Planning’s Portfolio CNXR Stock Details CNXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$1K	–	4510
2017 Q2	$1K	Hold	1,000	–	–	﹤0.01%	4570
2017 Q1	$1K	Hold	1,000	–	–	﹤0.01%	4590
2016 Q4	$2K	Sell	1,000 -1,000	-50%	-$1.85K	﹤0.01%	4368
2016 Q3	$4K	Hold	2,000	–	–	﹤0.01%	4038
2016 Q2	$5K	Hold	2,000	–	–	﹤0.01%	3695
2016 Q1	$5K	Hold	2,000	–	–	﹤0.01%	3641
2015 Q4	$7K	Hold	2,000	–	–	﹤0.01%	3546
2015 Q3	$9K	Buy	+2,000	New	+$15.8K	﹤0.01%	3304

Other funds holding CNXR

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's CNXR Position: Q3 2017 in Review

Creative Planning sold out of Connecture, Inc. (CNXR) in Q3 2017, closing a stake of 1,000 shares — an estimated $1K sold.

Creative Planning first reported a position in CNXR in Q3 2015 and held it in 8 quarters. The position peaked at $9K in Q3 2015. 25 funds tracked by Wall St. Rank hold CNXR as of Q3 2017.

Creative Planning reported no remaining Connecture, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1,000 Connecture, Inc. shares in Q3 2017, an estimated $1K.
Creative Planning first reported a position in Connecture, Inc. in Q3 2015 and held it in 8 quarters.
Creative Planning's Connecture, Inc. position peaked at $9K in Q3 2015.
25 funds tracked by Wall St. Rank held Connecture, Inc. as of Q3 2017.

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