Creative Planning’s CVENT, INC. CVT Stock Holding History

Creative Planning’s Portfolio CVT Stock Details CVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-14,500	Closed	-$460K	–	5061
2016 Q3	$460K	Buy	14,500 +14,480	+72,400%	+$473K	﹤0.01%	937
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	4301
2016 Q1	$0	Sell	20 -3	-13%	-$71	﹤0.01%	4723
2015 Q4	$1K	Sell	23 -77	-77%	-$2.6K	﹤0.01%	4339
2015 Q3	$3K	Buy	+100	New	+$3.02K	﹤0.01%	3891
2015 Q2	–	Sell	-100	Closed	-$3K	–	3805
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	3818
2014 Q4	$3K	Buy	+100	New	+$2.62K	﹤0.01%	3761

Creative Planning's CVT Position: Q4 2016 in Review

Creative Planning sold out of CVENT, INC. (CVT) in Q4 2016, closing a stake of 14,500 shares — an estimated $460K sold.

Creative Planning first reported a position in CVT in Q4 2014 and held it in 7 quarters. The position peaked at $460K in Q3 2016. 0 funds tracked by Wall St. Rank hold CVT as of Q4 2016.

Creative Planning reported no remaining CVENT, INC. position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 14,500 CVENT, INC. shares in Q4 2016, an estimated $460K.
Creative Planning first reported a position in CVENT, INC. in Q4 2014 and held it in 7 quarters.
Creative Planning's CVENT, INC. position peaked at $460K in Q3 2016.
0 funds tracked by Wall St. Rank held CVENT, INC. as of Q4 2016.

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