Creative Planning’s ORBCOMM, Inc. ORBC Stock Holding History

Creative Planning’s Portfolio ORBC Stock Details ORBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-900	Closed	-$10K	–	4651
2017 Q2	$10K	Buy	+900	New	+$9.08K	﹤0.01%	3663
2016 Q4	–	Sell	-300	Closed	-$3K	–	5115
2016 Q3	$3K	Buy	+300	New	+$3.06K	﹤0.01%	4188
2015 Q2	–	Sell	-400	Closed	-$2K	–	4164
2015 Q1	$2K	Buy	+400	New	+$2.33K	﹤0.01%	3982

Other funds holding ORBC

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

LHC

Levy Harkins & Co New York $393M AUM 26.94% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Creative Planning's ORBC Position: Q3 2017 in Review

Creative Planning sold out of ORBCOMM, Inc. (ORBC) in Q3 2017, closing a stake of 900 shares — an estimated $10K sold.

Creative Planning first reported a position in ORBC in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q2 2017. 128 funds tracked by Wall St. Rank hold ORBC as of Q3 2017.

Creative Planning reported no remaining ORBCOMM, Inc. position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 900 ORBCOMM, Inc. shares in Q3 2017, an estimated $10K.
Creative Planning first reported a position in ORBCOMM, Inc. in Q1 2015 and held it in 3 quarters.
Creative Planning's ORBCOMM, Inc. position peaked at $10K in Q2 2017.
128 funds tracked by Wall St. Rank held ORBCOMM, Inc. as of Q3 2017.

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