Creative Planning’s NTT DOCOMO, Inc. DCM Stock Holding History

Creative Planning’s Portfolio DCM Stock Details DCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8,777	Closed	-$224K	–	2244
2018 Q1	$224K	Buy	+8,777	New	+$220K	﹤0.01%	1532
2017 Q3	–	Sell	-7,526	Closed	-$178K	–	4703
2017 Q2	$178K	Sell	7,526 -689	-8%	-$16.7K	﹤0.01%	1593
2017 Q1	$192K	Buy	8,215 +112	+1%	+$2.67K	﹤0.01%	1518
2016 Q4	$184K	Buy	8,103 +203	+3%	+$4.79K	﹤0.01%	1455
2016 Q3	$201K	Buy	7,900 +7,727	+4,466%	+$204K	﹤0.01%	1399
2016 Q2	$5K	Hold	173	–	–	﹤0.01%	3709
2016 Q1	$4K	Buy	+173	New	+$3.86K	﹤0.01%	3765
2015 Q2	–	Sell	-1,000	Closed	-$17K	–	4212
2015 Q1	$17K	Sell	1,000 -935	-48%	-$16.1K	﹤0.01%	2861
2014 Q4	$28K	Buy	+1,935	New	+$30.4K	﹤0.01%	2427
2014 Q3	–	Sell	-115	Closed	-$2K	–	4384
2014 Q2	$2K	Buy	+115	New	+$1.87K	﹤0.01%	3598

Other funds holding DCM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Creative Planning's DCM Position: Q2 2018 in Review

Creative Planning sold out of NTT DOCOMO, Inc. (DCM) in Q2 2018, closing a stake of 8,777 shares — an estimated $224K sold.

Creative Planning first reported a position in DCM in Q2 2014 and held it in 10 quarters. The position peaked at $224K in Q1 2018. 43 funds tracked by Wall St. Rank hold DCM as of Q2 2018.

Creative Planning reported no remaining NTT DOCOMO, Inc. position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 8,777 NTT DOCOMO, Inc. shares in Q2 2018, an estimated $224K.
Creative Planning first reported a position in NTT DOCOMO, Inc. in Q2 2014 and held it in 10 quarters.
Creative Planning's NTT DOCOMO, Inc. position peaked at $224K in Q1 2018.
43 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.