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.