Creative Planning
NMRX

Creative Planning’s Numerex Corp NMRX Stock Holding History

Creative Planning’s Portfolio NMRX Stock Details NMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$2K – 4709
2017
Q2 		$2K Hold
500
– – ﹤0.01% 4393
2017
Q1 		$2K Hold
500
– – ﹤0.01% 4388
2016
Q4 		$4K Hold
500
– – ﹤0.01% 4117
2016
Q3 		$4K Buy
+500
New +$3.81K ﹤0.01% 4054

Other funds holding NMRX

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WMC
Westwood Management Corporation Chicago, Illinois $270M AUM 54.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EM
Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Creative Planning's NMRX Position: Q3 2017 in Review

Creative Planning sold out of Numerex Corp (NMRX) in Q3 2017, closing a stake of 500 shares — an estimated $2K sold.

Creative Planning first reported a position in NMRX in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 30 funds tracked by Wall St. Rank hold NMRX as of Q3 2017.

  • Creative Planning reported no remaining Numerex Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 Numerex Corp shares in Q3 2017, an estimated $2K.
  • Creative Planning first reported a position in Numerex Corp in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Numerex Corp position peaked at $4K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held Numerex Corp as of Q3 2017.

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