Creative Planning’s Utah Medical Products UTMD Stock Holding History

Creative Planning’s Portfolio UTMD Stock Details UTMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-450	Closed	-$33K	–	3632
2017 Q2	$33K	Hold	450	–	–	﹤0.01%	2833
2017 Q1	$28K	Hold	450	–	–	﹤0.01%	2893
2016 Q4	$33K	Hold	450	–	–	﹤0.01%	2728
2016 Q3	$27K	Buy	450 +200	+80%	+$12.7K	﹤0.01%	2840
2016 Q2	$16K	Sell	250 -180	-42%	-$11.6K	﹤0.01%	2954
2016 Q1	$27K	Hold	430	–	–	﹤0.01%	2549
2015 Q4	$25K	Buy	430 +310	+258%	+$17.6K	﹤0.01%	2681
2015 Q3	$6K	Buy	+120	New	+$6.54K	﹤0.01%	3535
2015 Q2	–	Sell	-120	Closed	-$7K	–	2940
2015 Q1	$7K	Hold	120	–	–	﹤0.01%	3410
2014 Q4	$7K	Buy	120 +20	+20%	+$1.11K	﹤0.01%	3339
2014 Q3	$5K	Hold	100	–	–	﹤0.01%	3317
2014 Q2	$5K	Buy	+100	New	+$5.13K	﹤0.01%	3239

Other funds holding UTMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Creative Planning's UTMD Position: Q3 2017 in Review

Creative Planning sold out of Utah Medical Products (UTMD) in Q3 2017, closing a stake of 450 shares — an estimated $33K sold.

Creative Planning first reported a position in UTMD in Q2 2014 and held it in 12 quarters. The position peaked at $33K in Q2 2017. 74 funds tracked by Wall St. Rank hold UTMD as of Q3 2017.

Creative Planning reported no remaining Utah Medical Products position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 450 Utah Medical Products shares in Q3 2017, an estimated $33K.
Creative Planning first reported a position in Utah Medical Products in Q2 2014 and held it in 12 quarters.
Creative Planning's Utah Medical Products position peaked at $33K in Q2 2017.
74 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2017.

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