Creative Planning
WMGIZ

Creative Planning’s Wright Medical Group, Inc. Contingent Value Right WMGIZ Stock Holding History

Creative Planning’s Portfolio WMGIZ Stock Details WMGIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$1K – 4323
2017
Q2 		$1K Hold
500
– – ﹤0.01% 4557
2017
Q1 		$1K Hold
500
– – ﹤0.01% 4563
2016
Q4 		$1K Sell
500
-1,500
-75% -$2K ﹤0.01% 4550
2016
Q3 		$3K Hold
2,000
– – ﹤0.01% 4169
2016
Q2 		$3K Hold
2,000
– – ﹤0.01% 3946
2016
Q1 		$3K Hold
2,000
– – ﹤0.01% 3867
2015
Q4 		$2K Buy
+2,000
New +$2.04K ﹤0.01% 4110

Other funds holding WMGIZ

O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.72B AUM 106.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM

Creative Planning's WMGIZ Position: Q3 2017 in Review

Creative Planning sold out of Wright Medical Group, Inc. Contingent Value Right (WMGIZ) in Q3 2017, closing a stake of 500 shares — an estimated $1K sold.

Creative Planning first reported a position in WMGIZ in Q4 2015 and held it in 7 quarters. The position peaked at $3K in Q3 2016. 19 funds tracked by Wall St. Rank hold WMGIZ as of Q3 2017.

  • Creative Planning reported no remaining Wright Medical Group, Inc. Contingent Value Right position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 500 Wright Medical Group, Inc. Contingent Value Right shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in Wright Medical Group, Inc. Contingent Value Right in Q4 2015 and held it in 7 quarters.
  • Creative Planning's Wright Medical Group, Inc. Contingent Value Right position peaked at $3K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Wright Medical Group, Inc. Contingent Value Right as of Q3 2017.

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