Creative Planning’s UTStarcom UTSI Stock Holding History

Creative Planning’s Portfolio UTSI Stock Details UTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-41	Closed	–	–	4843
2017 Q1	$0	Buy	+41	New	+$301	﹤0.01%	4917
2016 Q4	–	Sell	-12,550	Closed	-$104K	–	4850
2016 Q3	$104K	Hold	12,550	–	–	﹤0.01%	1826
2016 Q2	$96K	Hold	12,550	–	–	﹤0.01%	1707
2016 Q1	$92K	Hold	12,550	–	–	﹤0.01%	1688
2015 Q4	$124K	Buy	+12,550	New	+$120K	﹤0.01%	1501
2015 Q1	–	Sell	-8	Closed	–	–	4420
2014 Q4	$0	Hold	8	–	–	﹤0.01%	4362
2014 Q3	$0	Hold	8	–	–	﹤0.01%	4165
2014 Q2	$0	Hold	8	–	–	﹤0.01%	3968
2014 Q1	$0	Hold	8	–	–	﹤0.01%	3765
2013 Q4	$0	Hold	8	–	–	﹤0.01%	3485
2013 Q3	$0	Hold	8	–	–	﹤0.01%	3363
2013 Q2	$0	Buy	+8	New	+$89	﹤0.01%	3124

Other funds holding UTSI

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

SCM

Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

BCM

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

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Creative Planning's UTSI Position: Q2 2017 in Review

Creative Planning sold out of UTStarcom (UTSI) in Q2 2017, closing a stake of 41 shares.

Creative Planning first reported a position in UTSI in Q2 2013 and held it in 12 quarters. The position peaked at $124K in Q4 2015. 25 funds tracked by Wall St. Rank hold UTSI as of Q2 2017.

Creative Planning reported no remaining UTStarcom position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 41 UTStarcom shares in Q2 2017.
Creative Planning first reported a position in UTStarcom in Q2 2013 and held it in 12 quarters.
Creative Planning's UTStarcom position peaked at $124K in Q4 2015.
25 funds tracked by Wall St. Rank held UTStarcom as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.