Creative Planning
DTRM

Creative Planning’s Determine, Inc. Common Stock DTRM Stock Holding History

Creative Planning’s Portfolio DTRM Stock Details DTRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-249
Closed -$1K – 4361
2017
Q2 		$1K Buy
+249
New +$831 ﹤0.01% 4560

Other funds holding DTRM

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GCM
Goldman Capital Management New York $103M AUM 21.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Creative Planning's DTRM Position: Q3 2017 in Review

Creative Planning sold out of Determine, Inc. Common Stock (DTRM) in Q3 2017, closing a stake of 249 shares — an estimated $1K sold.

Creative Planning first reported a position in DTRM in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 18 funds tracked by Wall St. Rank hold DTRM as of Q3 2017.

  • Creative Planning reported no remaining Determine, Inc. Common Stock position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 249 Determine, Inc. Common Stock shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Determine, Inc. Common Stock in Q2 2017 and held it in 1 quarter.
  • Creative Planning's Determine, Inc. Common Stock position peaked at $1K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Determine, Inc. Common Stock as of Q3 2017.

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