Creative Planning’s Barracuda Networks, Inc. CUDA Stock Holding History

Creative Planning’s Portfolio CUDA Stock Details CUDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-8	Closed	–	–	4478
2017 Q2	$0	Sell	8 -20	-71%	-$440	﹤0.01%	5017
2017 Q1	$1K	Sell	28 -1,480	-98%	-$34.6K	﹤0.01%	4584
2016 Q4	$32K	Buy	1,508 +448	+42%	+$10.5K	﹤0.01%	2752
2016 Q3	$27K	Buy	1,060 +50	+5%	+$1.1K	﹤0.01%	2853
2016 Q2	$15K	Hold	1,010	–	–	﹤0.01%	3001
2016 Q1	$16K	Hold	1,010	–	–	﹤0.01%	2938
2015 Q4	$19K	Sell	1,010 -490	-33%	-$9.17K	﹤0.01%	2901
2015 Q3	$23K	Buy	+1,500	New	+$42.1K	﹤0.01%	2641
2015 Q2	–	Sell	-500	Closed	-$19K	–	3677
2015 Q1	$19K	Buy	+500	New	+$18.5K	﹤0.01%	2777
2014 Q2	–	Sell	-50	Closed	-$2K	–	4060
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	3422
2013 Q4	$2K	Buy	+50	New	+$1.2K	﹤0.01%	3152

Other funds holding CUDA

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Creative Planning's CUDA Position: Q3 2017 in Review

Creative Planning sold out of Barracuda Networks, Inc. (CUDA) in Q3 2017, closing a stake of 8 shares.

Creative Planning first reported a position in CUDA in Q4 2013 and held it in 11 quarters. The position peaked at $32K in Q4 2016. 162 funds tracked by Wall St. Rank hold CUDA as of Q3 2017.

Creative Planning reported no remaining Barracuda Networks, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 8 Barracuda Networks, Inc. shares in Q3 2017.
Creative Planning first reported a position in Barracuda Networks, Inc. in Q4 2013 and held it in 11 quarters.
Creative Planning's Barracuda Networks, Inc. position peaked at $32K in Q4 2016.
162 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q3 2017.

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