Creative Planning’s Alteva ALTV Stock Holding History

Creative Planning’s Portfolio ALTV Stock Details ALTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,025	Closed	-$9K	–	4790
2015 Q3	$9K	Buy	+2,025	New	+$7.92K	﹤0.01%	3310
2015 Q2	–	Sell	-25	Closed	–	–	3956
2015 Q1	$0	Hold	25	–	–	﹤0.01%	4585
2014 Q4	$0	Buy	+25	New	+$177	﹤0.01%	4519

Creative Planning's ALTV Position: Q4 2015 in Review

Creative Planning sold out of Alteva (ALTV) in Q4 2015, closing a stake of 2,025 shares — an estimated $9K sold.

Creative Planning first reported a position in ALTV in Q4 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2015. 0 funds tracked by Wall St. Rank hold ALTV as of Q4 2015.

Creative Planning reported no remaining Alteva position as of Q4 2015 after selling out during the quarter.
Creative Planning sold 2,025 Alteva shares in Q4 2015, an estimated $9K.
Creative Planning first reported a position in Alteva in Q4 2014 and held it in 3 quarters.
Creative Planning's Alteva position peaked at $9K in Q3 2015.
0 funds tracked by Wall St. Rank held Alteva as of Q4 2015.

Based on Creative Planning's 13F filing for Q4 2015, filed 11 Jan 2016.