Creative Planning’s CYS Investments Inc. CYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-33,253
| Closed | -$249K | – | 2240 |
|
|
2018
Q2 | $249K | Buy |
33,253
+18,619
| +127% | +$133K | ﹤0.01% | 1486 |
|
|
2018
Q1 | $98K | Buy |
14,634
+1,280
| +10% | +$8.8K | ﹤0.01% | 1756 |
|
|
2017
Q4 | $107K | Sell |
13,354
-1,000
| -7% | -$8.27K | ﹤0.01% | 1724 |
|
|
2017
Q3 | $124K | Buy |
14,354
+1,250
| +10% | +$10.8K | ﹤0.01% | 1689 |
|
|
2017
Q2 | $110K | Sell |
13,104
-7,587
| -37% | -$63.8K | ﹤0.01% | 1926 |
|
|
2017
Q1 | $164K | Buy |
20,691
+5,788
| +39% | +$45.3K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $115K | Sell |
14,903
-6,670
| -31% | -$54.4K | ﹤0.01% | 1778 |
|
|
2016
Q3 | $188K | Buy |
21,573
+4,607
| +27% | +$40.6K | ﹤0.01% | 1435 |
|
|
2016
Q2 | $142K | Buy |
16,966
+11,307
| +200% | +$93K | ﹤0.01% | 1450 |
|
|
2016
Q1 | $46K | Hold |
5,659
| – | – | ﹤0.01% | 2169 |
|
|
2015
Q4 | $40K | Buy |
5,659
+43
| +0.8% | +$325 | ﹤0.01% | 2312 |
|
|
2015
Q3 | $41K | Buy |
+5,616
| New | +$43.4K | ﹤0.01% | 2191 |
|
|
2015
Q2 | – | Sell |
-2,432
| Closed | -$22K | – | 4209 |
|
|
2015
Q1 | $22K | Sell |
2,432
-9,460
| -80% | -$84.1K | ﹤0.01% | 2668 |
|
|
2014
Q4 | $104K | Buy |
11,892
+836
| +8% | +$7.48K | ﹤0.01% | 1537 |
|
|
2014
Q3 | $91K | Buy |
11,056
+1,518
| +16% | +$13.7K | ﹤0.01% | 1546 |
|
|
2014
Q2 | $86K | Sell |
9,538
-2,698
| -22% | -$23.8K | ﹤0.01% | 1538 |
|
|
2014
Q1 | $101K | Buy |
12,236
+11,003
| +892% | +$91K | ﹤0.01% | 1398 |
|
|
2013
Q4 | $9K | Sell |
1,233
-8,312
| -87% | -$66.8K | ﹤0.01% | 2645 |
|
|
2013
Q3 | $78K | Buy |
9,545
+4,060
| +74% | +$32.8K | ﹤0.01% | 1275 |
|
|
2013
Q2 | $51K | Buy |
+5,485
| New | +$61.8K | ﹤0.01% | 1375 |
|
Creative Planning's CYS Position: Q3 2018 in Review
Creative Planning sold out of CYS Investments Inc. (CYS) in Q3 2018, closing a stake of 33,253 shares — an estimated $249K sold.
Creative Planning first reported a position in CYS in Q2 2013 and held it in 20 quarters. The position peaked at $249K in Q2 2018. 0 funds tracked by Wall St. Rank hold CYS as of Q3 2018.
- Creative Planning reported no remaining CYS Investments Inc. position as of Q3 2018 after selling out during the quarter.
- Creative Planning sold 33,253 CYS Investments Inc. shares in Q3 2018, an estimated $249K.
- Creative Planning first reported a position in CYS Investments Inc. in Q2 2013 and held it in 20 quarters.
- Creative Planning's CYS Investments Inc. position peaked at $249K in Q2 2018.
- 0 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q3 2018.
Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.