Creative Planning’s RCM Technologies RCMT Stock Holding History

Creative Planning’s Portfolio RCMT Stock Details RCMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,200	Closed	-$16K	–	3302
2017 Q2	$16K	Buy	3,200 +200	+7%	+$1.01K	﹤0.01%	3332
2017 Q1	$14K	Hold	3,000	–	–	﹤0.01%	3376
2016 Q4	$19K	Sell	3,000 -2,000	-40%	-$13.3K	﹤0.01%	3120
2016 Q3	$33K	Hold	5,000	–	–	﹤0.01%	2674
2016 Q2	$26K	Hold	5,000	–	–	﹤0.01%	2604
2016 Q1	$27K	Buy	5,000 +3,000	+150%	+$15.7K	﹤0.01%	2545
2015 Q4	$11K	Hold	2,000	–	–	﹤0.01%	3254
2015 Q3	$10K	Buy	+2,000	New	+$10.2K	﹤0.01%	3211
2015 Q2	–	Sell	-2,000	Closed	-$13K	–	2568
2015 Q1	$13K	Hold	2,000	–	–	﹤0.01%	3031
2014 Q4	$14K	Buy	+2,000	New	+$15.6K	﹤0.01%	2919

Other funds holding RCMT

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $578M AUM 41.69% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Creative Planning's RCMT Position: Q3 2017 in Review

Creative Planning sold out of RCM Technologies (RCMT) in Q3 2017, closing a stake of 3,200 shares — an estimated $16K sold.

Creative Planning first reported a position in RCMT in Q4 2014 and held it in 10 quarters. The position peaked at $33K in Q3 2016. 26 funds tracked by Wall St. Rank hold RCMT as of Q3 2017.

Creative Planning reported no remaining RCM Technologies position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,200 RCM Technologies shares in Q3 2017, an estimated $16K.
Creative Planning first reported a position in RCM Technologies in Q4 2014 and held it in 10 quarters.
Creative Planning's RCM Technologies position peaked at $33K in Q3 2016.
26 funds tracked by Wall St. Rank held RCM Technologies as of Q3 2017.

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