Creative Planning
QMCO icon

Creative Planning’s Quantum Corp QMCO Stock Holding History

Creative Planning’s Portfolio QMCO Stock Details QMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3
Closed – – 3285
2017
Q2 		$0 Hold
3
– – ﹤0.01% 4788
2017
Q1 		$0 Buy
3
+1
+50% +$144 ﹤0.01% 4860
2016
Q4 		$0 Hold
2
– – ﹤0.01% 4788
2016
Q3 		$0 Hold
2
– – ﹤0.01% 4702
2016
Q2 		$0 Buy
2
+1
+100% +$73 ﹤0.01% 4481
2016
Q1 		$0 Hold
1
– – ﹤0.01% 4479
2015
Q4 		$0 Hold
1
– – ﹤0.01% 4541
2015
Q3 		$0 Buy
+1
New +$185 ﹤0.01% 4347
2015
Q2 		– Sell
-1
Closed – – 2548
2015
Q1 		$0 Buy
+1
New +$264 ﹤0.01% 4367
2014
Q1 		– Sell
-9
Closed -$1.75K – 3727
2013
Q4 		$2K Buy
+9
New +$1.84K ﹤0.01% 3110

Other funds holding QMCO

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Creative Planning's QMCO Position: Q3 2017 in Review

Creative Planning sold out of Quantum Corp (QMCO) in Q3 2017, closing a stake of 3 shares.

Creative Planning first reported a position in QMCO in Q4 2013 and held it in 10 quarters. The position peaked at $2K in Q4 2013. 96 funds tracked by Wall St. Rank hold QMCO as of Q3 2017.

  • Creative Planning reported no remaining Quantum Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3 Quantum Corp shares in Q3 2017.
  • Creative Planning first reported a position in Quantum Corp in Q4 2013 and held it in 10 quarters.
  • Creative Planning's Quantum Corp position peaked at $2K in Q4 2013.
  • 96 funds tracked by Wall St. Rank held Quantum Corp as of Q3 2017.

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