Creative Planning’s DTS, Inc. DTSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-489
Closed -$21K 5105
2016
Q3
$21K Buy
+489
New +$15.8K ﹤0.01% 3050
2015
Q4
Sell
-48
Closed -$1K 4862
2015
Q3
$1K Buy
+48
New +$1.34K ﹤0.01% 4262
2015
Q2
Sell
-800
Closed -$27K 4128
2015
Q1
$27K Buy
800
+500
+167% +$15.3K ﹤0.01% 2498
2014
Q4
$9K Buy
+300
New +$9.02K ﹤0.01% 3209

Creative Planning's DTSI Position: Q4 2016 in Review

Creative Planning sold out of DTS, Inc. (DTSI) in Q4 2016, closing a stake of 489 shares — an estimated $21K sold.

Creative Planning first reported a position in DTSI in Q4 2014 and held it in 4 quarters. The position peaked at $27K in Q1 2015. 0 funds tracked by Wall St. Rank hold DTSI as of Q4 2016.

  • Creative Planning reported no remaining DTS, Inc. position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 489 DTS, Inc. shares in Q4 2016, an estimated $21K.
  • Creative Planning first reported a position in DTS, Inc. in Q4 2014 and held it in 4 quarters.
  • Creative Planning's DTS, Inc. position peaked at $27K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held DTS, Inc. as of Q4 2016.

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