TD Capital Management’s Connecture, Inc. CNXR Stock Holding History

TD Capital Management’s Portfolio CNXR Stock Details CNXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-22,680	Closed	-$4K	–	204
2017 Q4	$4K	Hold	22,680	–	–	﹤0.01%	157
2017 Q3	$15K	Hold	22,680	–	–	﹤0.01%	115
2017 Q2	$14K	Hold	22,680	–	–	﹤0.01%	106
2017 Q1	$24K	Hold	22,680	–	–	0.01%	89
2016 Q4	$38K	Hold	22,680	–	–	0.01%	78
2016 Q3	$43K	Buy	22,680 +11,430	+102%	+$22.9K	0.01%	71
2016 Q2	$25K	Buy	11,250 +5,625	+100%	+$11.7K	0.01%	81
2016 Q1	$14K	Buy	+5,625	New	+$15.2K	﹤0.01%	97

Other funds holding CNXR

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

TD Capital Management's CNXR Position: Q1 2018 in Review

TD Capital Management sold out of Connecture, Inc. (CNXR) in Q1 2018, closing a stake of 22,680 shares — an estimated $4K sold.

TD Capital Management first reported a position in CNXR in Q1 2016 and held it in 8 quarters. The position peaked at $43K in Q3 2016. 7 funds tracked by Wall St. Rank hold CNXR as of Q1 2018.

TD Capital Management reported no remaining Connecture, Inc. position as of Q1 2018 after selling out during the quarter.
TD Capital Management sold 22,680 Connecture, Inc. shares in Q1 2018, an estimated $4K.
TD Capital Management first reported a position in Connecture, Inc. in Q1 2016 and held it in 8 quarters.
TD Capital Management's Connecture, Inc. position peaked at $43K in Q3 2016.
7 funds tracked by Wall St. Rank held Connecture, Inc. as of Q1 2018.

Based on TD Capital Management's 13F filing for Q1 2018, filed 11 May 2018.