Creative Planning’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-47
| Closed | -$2K | – | 4910 |
|
|
2016
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 4111 |
|
|
2016
Q1 | $1K | Sell |
47
-49
| -51% | -$1.21K | ﹤0.01% | 4254 |
|
|
2015
Q4 | $2K | Sell |
96
-251
| -72% | -$5.77K | ﹤0.01% | 4131 |
|
|
2015
Q3 | $6K | Buy |
+347
| New | +$7.5K | ﹤0.01% | 3561 |
|
|
2015
Q2 | – | Sell |
-37
| Closed | -$1K | – | 3844 |
|
|
2015
Q1 | $1K | Sell |
37
-150
| -80% | -$3.19K | ﹤0.01% | 4131 |
|
|
2014
Q4 | $4K | Hold |
187
| – | – | ﹤0.01% | 3646 |
|
|
2014
Q3 | $5K | Hold |
187
| – | – | ﹤0.01% | 3346 |
|
|
2014
Q2 | $4K | Hold |
187
| – | – | ﹤0.01% | 3356 |
|
|
2014
Q1 | $5K | Hold |
187
| – | – | ﹤0.01% | 3131 |
|
|
2013
Q4 | $7K | Sell |
187
-600
| -76% | -$18.9K | ﹤0.01% | 2742 |
|
|
2013
Q3 | $22K | Buy |
787
+720
| +1,075% | +$19.7K | ﹤0.01% | 2049 |
|
|
2013
Q2 | $2K | Buy |
+67
| New | +$1.43K | ﹤0.01% | 2891 |
|
Creative Planning's DWA Position: Q3 2016 in Review
Creative Planning sold out of DREAMWORKS ANIMATION SKG INC CL-A (DWA) in Q3 2016, closing a stake of 47 shares — an estimated $2K sold.
Creative Planning first reported a position in DWA in Q2 2013 and held it in 12 quarters. The position peaked at $22K in Q3 2013. 0 funds tracked by Wall St. Rank hold DWA as of Q3 2016.
- Creative Planning reported no remaining DREAMWORKS ANIMATION SKG INC CL-A position as of Q3 2016 after selling out during the quarter.
- Creative Planning sold 47 DREAMWORKS ANIMATION SKG INC CL-A shares in Q3 2016, an estimated $2K.
- Creative Planning first reported a position in DREAMWORKS ANIMATION SKG INC CL-A in Q2 2013 and held it in 12 quarters.
- Creative Planning's DREAMWORKS ANIMATION SKG INC CL-A position peaked at $22K in Q3 2013.
- 0 funds tracked by Wall St. Rank held DREAMWORKS ANIMATION SKG INC CL-A as of Q3 2016.
Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.