Creative Planning
DPLO

Creative Planning’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Creative Planning’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-161
Closed -$2K – 4236
2017
Q2 		$2K Buy
161
+91
+130% +$1.52K ﹤0.01% 4365
2017
Q1 		$1K Sell
70
-1,200
-94% -$17.3K ﹤0.01% 4554
2016
Q4 		$16K Sell
1,270
-1,700
-57% -$31.7K ﹤0.01% 3243
2016
Q3 		$83K Hold
2,970
– – ﹤0.01% 1969
2016
Q2 		$104K Sell
2,970
-930
-24% -$29.2K ﹤0.01% 1658
2016
Q1 		$107K Buy
3,900
+3,800
+3,800% +$112K ﹤0.01% 1582
2015
Q4 		$3K Hold
100
– – ﹤0.01% 3951
2015
Q3 		$3K Buy
+100
New +$4.28K ﹤0.01% 3871

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's DPLO Position: Q3 2017 in Review

Creative Planning sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q3 2017, closing a stake of 161 shares — an estimated $2K sold.

Creative Planning first reported a position in DPLO in Q3 2015 and held it in 8 quarters. The position peaked at $107K in Q1 2016. 165 funds tracked by Wall St. Rank hold DPLO as of Q3 2017.

  • Creative Planning reported no remaining DIPLOMAT PHARMACY, INC. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 161 DIPLOMAT PHARMACY, INC. shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in DIPLOMAT PHARMACY, INC. in Q3 2015 and held it in 8 quarters.
  • Creative Planning's DIPLOMAT PHARMACY, INC. position peaked at $107K in Q1 2016.
  • 165 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q3 2017.

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