Creative Planning
DYN.WS

Creative Planning’s Dynegy Inc, DYN.WS Stock Holding History

Creative Planning’s Portfolio DYN.WS Stock Details DYN.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-310
Closed – – 4717
2017
Q2 		$0 Hold
310
– – ﹤0.01% 5114
2017
Q1 		$0 Buy
310
+12
+4% +$1 ﹤0.01% 5175
2016
Q4 		$0 Sell
298
-63
-17% -$5 ﹤0.01% 5128
2016
Q3 		$0 Buy
361
+63
+21% +$16 ﹤0.01% 4969
2016
Q2 		$0 Sell
298
-86
-22% -$38 ﹤0.01% 4779
2016
Q1 		$0 Buy
384
+2
+0.5% +$1 ﹤0.01% 4845
2015
Q4 		$0 Hold
382
– – ﹤0.01% 4883
2015
Q3 		$0 Buy
+382
New +$910 ﹤0.01% 4470
2015
Q2 		– Sell
-394
Closed -$2K – 4226
2015
Q1 		$2K Buy
394
+25
+7% +$91 ﹤0.01% 3986
2014
Q4 		$1K Sell
369
-263
-42% -$1.2K ﹤0.01% 4111
2014
Q3 		$3K Buy
632
+441
+231% +$1.6K ﹤0.01% 3605
2014
Q2 		$1K Buy
191
+91
+91% +$306 ﹤0.01% 3737
2014
Q1 		$0 Buy
100
+36
+56% +$51 ﹤0.01% 3960
2013
Q4 		$0 Hold
64
– – ﹤0.01% 3710
2013
Q3 		$0 Sell
64
-18
-22% -$29 ﹤0.01% 3562
2013
Q2 		$0 Buy
+82
New +$145 ﹤0.01% 3209

Creative Planning's DYN.WS Position: Q3 2017 in Review

Creative Planning sold out of Dynegy Inc, (DYN.WS) in Q3 2017, closing a stake of 310 shares.

Creative Planning first reported a position in DYN.WS in Q2 2013 and held it in 16 quarters. The position peaked at $3K in Q3 2014. 9 funds tracked by Wall St. Rank hold DYN.WS as of Q3 2017.

  • Creative Planning reported no remaining Dynegy Inc, position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 310 Dynegy Inc, shares in Q3 2017.
  • Creative Planning first reported a position in Dynegy Inc, in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Dynegy Inc, position peaked at $3K in Q3 2014.
  • 9 funds tracked by Wall St. Rank held Dynegy Inc, as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.