Creative Planning’s CHANNELADVISOR CORPORATION ECOM Stock Holding History

Creative Planning’s Portfolio ECOM Stock Details ECOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,700	Closed	-$198K	–	2498
2020 Q3	$198K	Buy	+13,700	New	+$227K	﹤0.01%	1687
2017 Q3	–	Sell	-3,515	Closed	-$41K	–	3991
2017 Q2	$41K	Sell	3,515 -281	-7%	-$3.26K	﹤0.01%	2673
2017 Q1	$42K	Sell	3,796 -300	-7%	-$3.7K	﹤0.01%	2611
2016 Q4	$59K	Sell	4,096 -200	-5%	-$2.66K	﹤0.01%	2267
2016 Q3	$56K	Sell	4,296 -500	-10%	-$6.76K	﹤0.01%	2278
2016 Q2	$69K	Buy	+4,796	New	+$61.6K	﹤0.01%	1923

Other funds holding ECOM

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's ECOM Position: Q4 2020 in Review

Creative Planning sold out of CHANNELADVISOR CORPORATION (ECOM) in Q4 2020, closing a stake of 13,700 shares — an estimated $198K sold.

Creative Planning first reported a position in ECOM in Q2 2016 and held it in 6 quarters. The position peaked at $198K in Q3 2020. 125 funds tracked by Wall St. Rank hold ECOM as of Q4 2020.

Creative Planning reported no remaining CHANNELADVISOR CORPORATION position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 13,700 CHANNELADVISOR CORPORATION shares in Q4 2020, an estimated $198K.
Creative Planning first reported a position in CHANNELADVISOR CORPORATION in Q2 2016 and held it in 6 quarters.
Creative Planning's CHANNELADVISOR CORPORATION position peaked at $198K in Q3 2020.
125 funds tracked by Wall St. Rank held CHANNELADVISOR CORPORATION as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.