Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-405
Closed -$13K 5141
2016
Q3
$13K Hold
405
﹤0.01% 3366
2016
Q2
$13K Sell
405
-25
-6% -$850 ﹤0.01% 3109
2016
Q1
$14K Hold
430
﹤0.01% 3030
2015
Q4
$14K Buy
+430
New +$14K ﹤0.01% 3097

Creative Planning's AA.PRB Position: Q4 2016 in Review

Creative Planning sold out of Alcoa Inc (AA.PRB) in Q4 2016, closing a stake of 405 shares — an estimated $13K sold.

Creative Planning first reported a position in AA.PRB in Q4 2015 and held it in 4 quarters. The position peaked at $14K in Q1 2016. 0 funds tracked by Wall St. Rank hold AA.PRB as of Q4 2016.

  • Creative Planning reported no remaining Alcoa Inc position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 405 Alcoa Inc shares in Q4 2016, an estimated $13K.
  • Creative Planning first reported a position in Alcoa Inc in Q4 2015 and held it in 4 quarters.
  • Creative Planning's Alcoa Inc position peaked at $14K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Alcoa Inc as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.