Creative Planning’s Natus Medical Inc NTUS Stock Holding History

Creative Planning’s Portfolio NTUS Stock Details NTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,624	Closed	-$98K	–	4027
2017 Q2	$98K	Buy	2,624 +977	+59%	+$35.3K	﹤0.01%	2015
2017 Q1	$65K	Buy	1,647 +347	+27%	+$13K	﹤0.01%	2281
2016 Q4	$45K	Sell	1,300 -24	-2%	-$942	﹤0.01%	2483
2016 Q3	$52K	Buy	1,324 +314	+31%	+$12.5K	﹤0.01%	2331
2016 Q2	$38K	Sell	1,010 -442	-30%	-$14.8K	﹤0.01%	2340
2016 Q1	$56K	Buy	1,452 +91	+7%	+$3.39K	﹤0.01%	2021
2015 Q4	$65K	Buy	1,361 +19	+1%	+$879	﹤0.01%	1909
2015 Q3	$53K	Buy	+1,342	New	+$57K	﹤0.01%	2009
2015 Q2	–	Sell	-1,200	Closed	-$47K	–	3317
2015 Q1	$47K	Buy	1,200 +1,000	+500%	+$36.9K	﹤0.01%	2074
2014 Q4	$7K	Hold	200	–	–	﹤0.01%	3348
2014 Q3	$6K	Buy	+200	New	+$5.52K	﹤0.01%	3227

Other funds holding NTUS

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IAM

Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

Creative Planning's NTUS Position: Q3 2017 in Review

Creative Planning sold out of Natus Medical Inc (NTUS) in Q3 2017, closing a stake of 2,624 shares — an estimated $98K sold.

Creative Planning first reported a position in NTUS in Q3 2014 and held it in 11 quarters. The position peaked at $98K in Q2 2017. 198 funds tracked by Wall St. Rank hold NTUS as of Q3 2017.

Creative Planning reported no remaining Natus Medical Inc position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 2,624 Natus Medical Inc shares in Q3 2017, an estimated $98K.
Creative Planning first reported a position in Natus Medical Inc in Q3 2014 and held it in 11 quarters.
Creative Planning's Natus Medical Inc position peaked at $98K in Q2 2017.
198 funds tracked by Wall St. Rank held Natus Medical Inc as of Q3 2017.

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