Creative Planning’s Cyberoptics Corp CYBE Stock Holding History

Creative Planning’s Portfolio CYBE Stock Details CYBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-17,796	Closed	-$567K	–	2499
2020 Q3	$567K	Sell	17,796 -1,702	-9%	-$59.9K	﹤0.01%	1075
2020 Q2	$628K	Buy	+19,498	New	+$544K	﹤0.01%	928
2017 Q3	–	Sell	-933	Closed	-$19K	–	3995
2017 Q2	$19K	Sell	933 -367	-28%	-$8.3K	﹤0.01%	3229
2017 Q1	$34K	Buy	1,300 +1,100	+550%	+$35.3K	﹤0.01%	2759
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	3991
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	3914
2016 Q2	$3K	Sell	200 -4,000	-95%	-$60K	﹤0.01%	3930
2016 Q1	$39K	Hold	4,200	–	–	﹤0.01%	2275
2015 Q4	$32K	Hold	4,200	–	–	﹤0.01%	2488
2015 Q3	$27K	Buy	+4,200	New	+$29.2K	﹤0.01%	2504
2015 Q2	–	Sell	-200	Closed	-$2K	–	3289
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	3931
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	3872
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	3717
2014 Q2	$2K	Hold	200	–	–	﹤0.01%	3553
2014 Q1	$2K	Hold	200	–	–	﹤0.01%	3403
2013 Q4	$1K	Hold	200	–	–	﹤0.01%	3243
2013 Q3	$1K	Hold	200	–	–	﹤0.01%	3134
2013 Q2	$1K	Buy	+200	New	+$1.18K	﹤0.01%	2990

Other funds holding CYBE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's CYBE Position: Q4 2020 in Review

Creative Planning sold out of Cyberoptics Corp (CYBE) in Q4 2020, closing a stake of 17,796 shares — an estimated $567K sold.

Creative Planning first reported a position in CYBE in Q2 2013 and held it in 18 quarters. The position peaked at $628K in Q2 2020. 75 funds tracked by Wall St. Rank hold CYBE as of Q4 2020.

Creative Planning reported no remaining Cyberoptics Corp position as of Q4 2020 after selling out during the quarter.
Creative Planning sold 17,796 Cyberoptics Corp shares in Q4 2020, an estimated $567K.
Creative Planning first reported a position in Cyberoptics Corp in Q2 2013 and held it in 18 quarters.
Creative Planning's Cyberoptics Corp position peaked at $628K in Q2 2020.
75 funds tracked by Wall St. Rank held Cyberoptics Corp as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.