Creative Planning’s CVD Equipment Corp CVV Stock Holding History

Creative Planning’s Portfolio CVV Stock Details CVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1	Closed	–	–	2281
2017 Q2	$0	Hold	1	–	–	﹤0.01%	4648
2017 Q1	$0	Hold	1	–	–	﹤0.01%	4688
2016 Q4	$0	Hold	1	–	–	﹤0.01%	4651
2016 Q3	$0	Hold	1	–	–	﹤0.01%	4593
2016 Q2	$0	Hold	1	–	–	﹤0.01%	4373
2016 Q1	$0	Hold	1	–	–	﹤0.01%	4354
2015 Q4	$0	Hold	1	–	–	﹤0.01%	4427
2015 Q3	$0	Buy	+1	New	+$11	﹤0.01%	4301
2015 Q2	–	Sell	-1	Closed	–	–	1499
2015 Q1	$0	Hold	1	–	–	﹤0.01%	4239
2014 Q4	$0	Hold	1	–	–	﹤0.01%	4182
2014 Q3	$0	Hold	1	–	–	﹤0.01%	4016
2014 Q2	$0	Hold	1	–	–	﹤0.01%	3802
2014 Q1	$0	Hold	1	–	–	﹤0.01%	3648
2013 Q4	$0	Hold	1	–	–	﹤0.01%	3338
2013 Q3	$0	Hold	1	–	–	﹤0.01%	3229
2013 Q2	$0	Buy	+1	New	+$10	﹤0.01%	3074

Other funds holding CVV

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

MHP

Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

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

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

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Creative Planning's CVV Position: Q3 2017 in Review

Creative Planning sold out of CVD Equipment Corp (CVV) in Q3 2017, closing a stake of 1 share.

Creative Planning first reported a position in CVV in Q2 2013 and held it in 16 quarters. The position peaked at $0 in Q2 2017. 24 funds tracked by Wall St. Rank hold CVV as of Q3 2017.

Creative Planning reported no remaining CVD Equipment Corp position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 1 CVD Equipment Corp share in Q3 2017.
Creative Planning first reported a position in CVD Equipment Corp in Q2 2013 and held it in 16 quarters.
Creative Planning's CVD Equipment Corp position peaked at $0 in Q2 2017.
24 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q3 2017.

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