WP
CMD

WealthSource Partners’s Cantel Medical Corporation CMD Stock Holding History

WealthSource Partners’s Portfolio CMD Stock Details CMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,099
Closed -$328K – 322
2017
Q1 		$328K Sell
4,099
-2,214
-35% -$176K 0.12% 187
2016
Q4 		$497K Sell
6,313
-597
-9% -$46.4K 0.21% 104
2016
Q3 		$539K Sell
6,910
-30
-0.4% -$2.18K 0.2% 111
2016
Q2 		$477K Sell
6,940
-15
-0.2% -$1.03K 0.18% 119
2016
Q1 		$496K Buy
+6,955
New +$437K 0.2% 100

Other funds holding CMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Diker Management New York $112M AUM 59.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

WealthSource Partners's CMD Position: Q2 2017 in Review

WealthSource Partners sold out of Cantel Medical Corporation (CMD) in Q2 2017, closing a stake of 4,099 shares — an estimated $328K sold.

WealthSource Partners first reported a position in CMD in Q1 2016 and held it in 5 quarters. The position peaked at $539K in Q3 2016. 214 funds tracked by Wall St. Rank hold CMD as of Q2 2017.

  • WealthSource Partners reported no remaining Cantel Medical Corporation position as of Q2 2017 after selling out during the quarter.
  • WealthSource Partners sold 4,099 Cantel Medical Corporation shares in Q2 2017, an estimated $328K.
  • WealthSource Partners first reported a position in Cantel Medical Corporation in Q1 2016 and held it in 5 quarters.
  • WealthSource Partners's Cantel Medical Corporation position peaked at $539K in Q3 2016.
  • 214 funds tracked by Wall St. Rank held Cantel Medical Corporation as of Q2 2017.

Based on WealthSource Partners's 13F filing for Q2 2017, filed 16 Aug 2017.