Creative Planning’s iCAD Inc ICAD Stock Holding History

Creative Planning’s Portfolio ICAD Stock Details ICAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-17,671	Closed	-$177K	–	2200
2020 Q2	$177K	Buy	17,671 +2,995	+20%	+$32.4K	﹤0.01%	1562
2020 Q1	$108K	Buy	+14,676	New	+$143K	﹤0.01%	1512
2017 Q3	–	Sell	-400	Closed	-$2K	–	2730
2017 Q2	$2K	Hold	400	–	–	﹤0.01%	4304
2017 Q1	$2K	Hold	400	–	–	﹤0.01%	4288
2016 Q4	$1K	Buy	+400	New	+$1.51K	﹤0.01%	4441
2015 Q2	–	Sell	-5,600	Closed	-$54K	–	1954
2015 Q1	$54K	Hold	5,600	–	–	﹤0.01%	1978
2014 Q4	$51K	Sell	5,600 -500	-8%	-$4.92K	﹤0.01%	1992
2014 Q3	$60K	Buy	6,100 +500	+9%	+$4.66K	﹤0.01%	1805
2014 Q2	$36K	Hold	5,600	–	–	﹤0.01%	2102
2014 Q1	$51K	Hold	5,600	–	–	﹤0.01%	1787
2013 Q4	$65K	Hold	5,600	–	–	﹤0.01%	1434
2013 Q3	$30K	Buy	+5,600	New	+$32.3K	﹤0.01%	1847

Other funds holding ICAD

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

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creative Planning's ICAD Position: Q3 2020 in Review

Creative Planning sold out of iCAD Inc (ICAD) in Q3 2020, closing a stake of 17,671 shares — an estimated $177K sold.

Creative Planning first reported a position in ICAD in Q3 2013 and held it in 12 quarters. The position peaked at $177K in Q2 2020. 81 funds tracked by Wall St. Rank hold ICAD as of Q3 2020.

Creative Planning reported no remaining iCAD Inc position as of Q3 2020 after selling out during the quarter.
Creative Planning sold 17,671 iCAD Inc shares in Q3 2020, an estimated $177K.
Creative Planning first reported a position in iCAD Inc in Q3 2013 and held it in 12 quarters.
Creative Planning's iCAD Inc position peaked at $177K in Q2 2020.
81 funds tracked by Wall St. Rank held iCAD Inc as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.