Creative Planning
EDGW

Creative Planning’s Edgewater Technology Inc EDGW Stock Holding History

Creative Planning’s Portfolio EDGW Stock Details EDGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,576
Closed -$31K – 4380
2017
Q2 		$31K Hold
4,576
– – ﹤0.01% 2875
2017
Q1 		$34K Hold
4,576
– – ﹤0.01% 2761
2016
Q4 		$34K Hold
4,576
– – ﹤0.01% 2713
2016
Q3 		$39K Hold
4,576
– – ﹤0.01% 2570
2016
Q2 		$40K Hold
4,576
– – ﹤0.01% 2308
2016
Q1 		$36K Hold
4,576
– – ﹤0.01% 2337
2015
Q4 		$37K Hold
4,576
– – ﹤0.01% 2372
2015
Q3 		$34K Buy
+4,576
New +$32.7K ﹤0.01% 2337
2015
Q2 		– Sell
-4,576
Closed -$31K – 3608
2015
Q1 		$31K Hold
4,576
– – ﹤0.01% 2386
2014
Q4 		$34K Hold
4,576
– – ﹤0.01% 2266
2014
Q3 		$31K Hold
4,576
– – ﹤0.01% 2237
2014
Q2 		$34K Hold
4,576
– – ﹤0.01% 2152
2014
Q1 		$33K Hold
4,576
– – ﹤0.01% 2083
2013
Q4 		$32K Hold
4,576
– – ﹤0.01% 1913
2013
Q3 		$24K Buy
+4,576
New +$24.8K ﹤0.01% 2000

Other funds holding EDGW

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Creative Planning's EDGW Position: Q3 2017 in Review

Creative Planning sold out of Edgewater Technology Inc (EDGW) in Q3 2017, closing a stake of 4,576 shares — an estimated $31K sold.

Creative Planning first reported a position in EDGW in Q3 2013 and held it in 15 quarters. The position peaked at $40K in Q2 2016. 31 funds tracked by Wall St. Rank hold EDGW as of Q3 2017.

  • Creative Planning reported no remaining Edgewater Technology Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,576 Edgewater Technology Inc shares in Q3 2017, an estimated $31K.
  • Creative Planning first reported a position in Edgewater Technology Inc in Q3 2013 and held it in 15 quarters.
  • Creative Planning's Edgewater Technology Inc position peaked at $40K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Edgewater Technology Inc as of Q3 2017.

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