Creative Planning’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Creative Planning’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-52	Closed	-$2K	–	4091
2017 Q2	$2K	Hold	52	–	–	﹤0.01%	4359
2017 Q1	$2K	Hold	52	–	–	﹤0.01%	4354
2016 Q4	$2K	Sell	52 -150	-74%	-$5.95K	﹤0.01%	4339
2016 Q3	$9K	Buy	+202	New	+$8.85K	﹤0.01%	3602
2014 Q2	–	Sell	-55	Closed	-$3K	–	4024
2014 Q1	$3K	Buy	+55	New	+$3.07K	﹤0.01%	3289

Other funds holding CSOD

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCM

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

Creative Planning's CSOD Position: Q3 2017 in Review

Creative Planning sold out of Cornerstone OnDemand, Inc. (CSOD) in Q3 2017, closing a stake of 52 shares — an estimated $2K sold.

Creative Planning first reported a position in CSOD in Q1 2014 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 166 funds tracked by Wall St. Rank hold CSOD as of Q3 2017.

Creative Planning reported no remaining Cornerstone OnDemand, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 52 Cornerstone OnDemand, Inc. shares in Q3 2017, an estimated $2K.
Creative Planning first reported a position in Cornerstone OnDemand, Inc. in Q1 2014 and held it in 5 quarters.
Creative Planning's Cornerstone OnDemand, Inc. position peaked at $9K in Q3 2016.
166 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q3 2017.

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