Creative Planning
DWCH

Creative Planning’s Datawatch Corp DWCH Stock Holding History

Creative Planning’s Portfolio DWCH Stock Details DWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$6K – 5051
2016
Q4 		$6K Buy
+1,000
New +$6.63K ﹤0.01% 3901
2014
Q1 		– Sell
-500
Closed -$17K – 3833
2013
Q4 		$17K Buy
+500
New +$16.2K ﹤0.01% 2298

Other funds holding DWCH

GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Creative Planning's DWCH Position: Q1 2017 in Review

Creative Planning sold out of Datawatch Corp (DWCH) in Q1 2017, closing a stake of 1,000 shares — an estimated $6K sold.

Creative Planning first reported a position in DWCH in Q4 2013 and held it in 2 quarters. The position peaked at $17K in Q4 2013. 36 funds tracked by Wall St. Rank hold DWCH as of Q1 2017.

  • Creative Planning reported no remaining Datawatch Corp position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Datawatch Corp shares in Q1 2017, an estimated $6K.
  • Creative Planning first reported a position in Datawatch Corp in Q4 2013 and held it in 2 quarters.
  • Creative Planning's Datawatch Corp position peaked at $17K in Q4 2013.
  • 36 funds tracked by Wall St. Rank held Datawatch Corp as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.