Creative Planning’s CERES, INC. COMMON STOCK NEW CERE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
– Sell
-20,250
Closed -$8K – 5008
2016
Q2
$8K Buy
20,250
+20,000
+8,000% +$5.08K ﹤0.01% 3437
2016
Q1
$0 Hold
250
– – ﹤0.01% 4863
2015
Q4
$0 Hold
250
– – ﹤0.01% 4899
2015
Q3
$0 Buy
+250
New +$340 ﹤0.01% 4475
2015
Q1
– Sell
-250
Closed – – 4729
2014
Q4
$0 Hold
250
– – ﹤0.01% 4652
2014
Q3
$1K Hold
250
– – ﹤0.01% 3977
2014
Q2
$1K Buy
250
+125
+100% +$656 ﹤0.01% 3746
2014
Q1
$1K Buy
+125
New +$1.3K ﹤0.01% 3608

Creative Planning's CERE Position: Q3 2016 in Review

Creative Planning sold out of CERES, INC. COMMON STOCK NEW (CERE) in Q3 2016, closing a stake of 20,250 shares — an estimated $8K sold.

Creative Planning first reported a position in CERE in Q1 2014 and held it in 8 quarters. The position peaked at $8K in Q2 2016. 0 funds tracked by Wall St. Rank hold CERE as of Q3 2016.

  • Creative Planning reported no remaining CERES, INC. COMMON STOCK NEW position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 20,250 CERES, INC. COMMON STOCK NEW shares in Q3 2016, an estimated $8K.
  • Creative Planning first reported a position in CERES, INC. COMMON STOCK NEW in Q1 2014 and held it in 8 quarters.
  • Creative Planning's CERES, INC. COMMON STOCK NEW position peaked at $8K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held CERES, INC. COMMON STOCK NEW as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.