WP
CSII

WealthPLAN Partners’s Cardiovascular Systems, Inc. CSII Stock Holding History

WealthPLAN Partners’s Portfolio CSII Stock Details CSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,320
Closed -$12.1K – 1090
2016
Q2 		$12.1K Buy
+1,320
New +$20.6K ﹤0.01% 1656

Other funds holding CSII

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

WealthPLAN Partners's CSII Position: Q3 2016 in Review

WealthPLAN Partners sold out of Cardiovascular Systems, Inc. (CSII) in Q3 2016, closing a stake of 1,320 shares — an estimated $12.1K sold.

WealthPLAN Partners first reported a position in CSII in Q2 2016 and held it in 1 quarter. The position peaked at $12.1K in Q2 2016. 138 funds tracked by Wall St. Rank hold CSII as of Q3 2016.

  • WealthPLAN Partners reported no remaining Cardiovascular Systems, Inc. position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 1,320 Cardiovascular Systems, Inc. shares in Q3 2016, an estimated $12.1K.
  • WealthPLAN Partners first reported a position in Cardiovascular Systems, Inc. in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Cardiovascular Systems, Inc. position peaked at $12.1K in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Cardiovascular Systems, Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.