Creative Planning’s CONCUR TECHNOLOGIES INC CNQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-20
Closed -$3K 4572
2014
Q3
$3K Buy
+20
New +$2.03K ﹤0.01% 3601
2013
Q4
Sell
-25
Closed -$3K 3632
2013
Q3
$3K Hold
25
﹤0.01% 2946
2013
Q2
$2K Buy
+25
New +$1.9K ﹤0.01% 2900

Creative Planning's CNQR Position: Q4 2014 in Review

Creative Planning sold out of CONCUR TECHNOLOGIES INC (CNQR) in Q4 2014, closing a stake of 20 shares — an estimated $3K sold.

Creative Planning first reported a position in CNQR in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q3 2014. 0 funds tracked by Wall St. Rank hold CNQR as of Q4 2014.

  • Creative Planning reported no remaining CONCUR TECHNOLOGIES INC position as of Q4 2014 after selling out during the quarter.
  • Creative Planning sold 20 CONCUR TECHNOLOGIES INC shares in Q4 2014, an estimated $3K.
  • Creative Planning first reported a position in CONCUR TECHNOLOGIES INC in Q2 2013 and held it in 3 quarters.
  • Creative Planning's CONCUR TECHNOLOGIES INC position peaked at $3K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held CONCUR TECHNOLOGIES INC as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.